A detailed history of Jeppson Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 6,353 shares of NVS stock, worth $659,504. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,353
Previous 6,353 -0.0%
Holding current value
$659,504
Previous $676,000 7.99%
% of portfolio
0.26%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$92.57 - $107.37 $3,702 - $4,294
40 Added 0.63%
6,353 $676,000
Q1 2024

Apr 17, 2024

SELL
$95.27 - $108.47 $6,097 - $6,942
-64 Reduced 1.0%
6,313 $610,000
Q3 2023

Oct 25, 2023

SELL
$94.73 - $105.13 $9,473 - $10,513
-100 Reduced 1.54%
6,377 $649,000
Q2 2023

Jul 31, 2023

SELL
$92.52 - $104.91 $37,470 - $42,488
-405 Reduced 5.88%
6,477 $653,000
Q1 2023

Apr 27, 2023

BUY
$80.03 - $92.81 $10,724 - $12,436
134 Added 1.99%
6,882 $633,000
Q4 2022

Jan 27, 2023

BUY
$75.55 - $92.52 $79,478 - $97,331
1,052 Added 18.47%
6,748 $0
Q3 2022

Oct 20, 2022

BUY
$74.61 - $87.26 $67,522 - $78,970
905 Added 18.89%
5,696 $433,000
Q2 2022

Aug 03, 2022

BUY
$80.52 - $93.75 $385,771 - $449,156
4,791 New
4,791 $405,000
Q4 2020

Mar 05, 2021

SELL
$78.07 - $94.43 $46,841 - $56,658
-600 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$82.14 - $91.0 $49,284 - $54,600
600 New
600 $52,000

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 $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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