Iht Wealth Management, LLC Novartis Ag Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,216 shares of NVS stock, worth $333,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,216

Previous 2,220 44.86%

Holding current value

$333,852

Previous $236,000 56.36%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$106.13 - $120.89 $105,705 - $120,406	996 Added 44.86%	3,216 $369,000
Q2 2024 Aug 14, 2024	SELL	$92.57 - $107.37 $15,274 - $17,716	-165 Reduced 6.92%	2,220 $236,000
Q1 2024 May 15, 2024	BUY	$95.27 - $108.47 $5,049 - $5,748	53 Added 2.27%	2,385 $230,000
Q4 2023 Feb 14, 2024	SELL	$92.27 - $101.54 $20,668 - $22,744	-224 Reduced 8.76%	2,332 $235,000
Q3 2023 Nov 14, 2023	SELL	$94.73 - $105.13 $24,629 - $27,333	-260 Reduced 9.23%	2,556 $260,000
Q2 2023 Aug 14, 2023	BUY	$92.52 - $104.91 $5,273 - $5,979	57 Added 2.07%	2,816 $284,000
Q1 2023 May 15, 2023	BUY	$80.03 - $92.81 $11,044 - $12,807	138 Added 5.27%	2,759 $253,000
Q4 2022 Feb 14, 2023	SELL	$75.55 - $92.52 $24,629 - $30,161	-326 Reduced 11.06%	2,621 $237,000
Q3 2022 Nov 22, 2022	BUY	$74.61 - $87.26 $219,875 - $257,155	2,947 New	2,947 $224,000
Q3 2021 Nov 15, 2021	SELL	$81.78 - $95.14 $539,339 - $627,448	-6,595 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$85.24 - $94.15 $25,316 - $27,962	297 Added 4.72%	6,595 $602,000
Q1 2021 May 18, 2021	BUY	$83.5 - $98.47 $67,217 - $79,268	805 Added 14.66%	6,298 $538,000
Q4 2020 Feb 17, 2021	BUY	$78.07 - $94.43 $56,522 - $68,367	724 Added 15.18%	5,493 $519,000
Q3 2020 Nov 19, 2020	BUY	$82.14 - $91.0 $166,251 - $184,184	2,024 Added 73.73%	4,769 $415,000
Q2 2020 Aug 14, 2020	SELL	$80.93 - $91.1 $183,792 - $206,888	-2,271 Reduced 45.28%	2,745 $240,000
Q1 2020 May 13, 2020	BUY	$70.67 - $99.01 $58,656 - $82,178	830 Added 19.83%	5,016 $414,000
Q4 2019 Feb 18, 2020	SELL	$84.35 - $95.37 $9,278 - $10,490	-110 Reduced 2.56%	4,186 $396,000
Q3 2019 Nov 15, 2019	BUY	$85.54 - $94.26 $66,892 - $73,711	782 Added 22.25%	4,296 $373,000
Q2 2019 Aug 12, 2019	BUY	$75.4 - $92.8 $9,274 - $11,414	123 Added 3.63%	3,514 $321,000
Q1 2019 May 16, 2019	BUY	$75.32 - $86.15 $15,440 - $17,660	205 Added 6.43%	3,391 $326,000
Q4 2018 Feb 15, 2019	BUY	$73.66 - $82.02 $234,680 - $261,315	3,186 New	3,186 $273,000
Q2 2018 Aug 13, 2018	SELL	$64.91 - $73.36 $61,015 - $68,958	-940 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$70.39 - $84.15 $563 - $673	8 Added 0.86%	940 $75,000
Q4 2017 Feb 14, 2018	BUY	$72.33 - $77.64 $47,882 - $51,397	662 Added 245.19%	932 $80,000
Q3 2017 Nov 14, 2017	BUY	$74.14 - $77.27 $20,017 - $20,862	270	270 $23,000

Others Institutions Holding NVS

# of Institutions

1,437

Shares Held

133M

Call Options Held

1.12M

Put Options Held

1.83M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $223B
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

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Iht Wealth Management, LLC Novartis Ag Transaction History