A detailed history of Icon Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,483 shares of NVS stock, worth $255,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,483
Previous 3,045 18.46%
Holding current value
$255,922
Previous $324,000 12.04%
% of portfolio
0.01%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$106.13 - $120.89 $58,796 - $66,973
554 Added 22.31%
3,037 $349,000
Q3 2024

Nov 12, 2024

SELL
$106.13 - $120.89 $59,645 - $67,940
-562 Reduced 18.46%
2,483 $285,000
Q2 2024

Aug 14, 2024

SELL
$92.57 - $107.37 $33,047 - $38,331
-357 Reduced 10.49%
3,045 $324,000
Q1 2024

May 15, 2024

SELL
$95.27 - $108.47 $21,816 - $24,839
-229 Reduced 6.31%
3,402 $329,000
Q4 2023

Feb 14, 2024

SELL
$92.27 - $101.54 $114,783 - $126,315
-1,244 Reduced 25.52%
3,631 $366,000
Q4 2022

Feb 14, 2023

SELL
$75.55 - $92.52 $37,170 - $45,519
-492 Reduced 9.17%
4,875 $442,000
Q3 2022

Jan 25, 2023

BUY
$74.61 - $87.26 $400,431 - $468,324
5,367 New
5,367 $408,000

Others Institutions Holding NVS

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $222B
  • Description
  • Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...
More about NVS
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.