A detailed history of Intercontinental Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,464 shares of NVS stock, worth $769,314. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,464
Previous 7,346 1.61%
Holding current value
$769,314
Previous $675,000 11.56%
% of portfolio
0.18%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$92.52 - $104.91 $10,917 - $12,379
118 Added 1.61%
7,464 $753,000
Q1 2023

May 03, 2023

SELL
$80.03 - $92.81 $7,522 - $8,724
-94 Reduced 1.26%
7,346 $675,000
Q4 2022

Feb 13, 2023

SELL
$75.55 - $92.52 $4,835 - $5,921
-64 Reduced 0.85%
7,440 $674,000
Q3 2022

Nov 10, 2022

SELL
$74.61 - $87.26 $7,535 - $8,813
-101 Reduced 1.33%
7,504 $570,000
Q2 2022

Aug 05, 2022

BUY
$80.52 - $93.75 $612,354 - $712,968
7,605 New
7,605 $643,000
Q1 2017

Mar 09, 2018

SELL
N/A
-3,760 Closed
0 $0
Q4 2016

Mar 09, 2018

SELL
N/A
-230 Reduced 5.76%
3,760 $274,000
Q3 2016

Mar 12, 2018

SELL
N/A
-388 Reduced 8.86%
3,990 $315,000
Q2 2016

Mar 09, 2018

SELL
N/A
-204 Reduced 4.45%
4,378 $361,000
Q1 2016

Mar 09, 2018

SELL
N/A
-517 Reduced 10.14%
4,582 $332,000
Q4 2015

Mar 09, 2018

BUY
N/A
5,099
5,099 $439,000

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
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