A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Novartis Ag stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 4,205 shares of NVS stock, worth $433,493. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,205
Previous 4,240 0.83%
Holding current value
$433,493
Previous $451,000 7.1%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 15, 2024

SELL
$106.13 - $120.89 $3,714 - $4,231
-35 Reduced 0.83%
4,205 $483,000
Q2 2024

Jul 24, 2024

BUY
$92.57 - $107.37 $61,281 - $71,078
662 Added 18.5%
4,240 $451,000
Q1 2024

Apr 18, 2024

BUY
$95.27 - $108.47 $67,546 - $76,905
709 Added 24.71%
3,578 $346,000
Q4 2023

Jan 23, 2024

BUY
$92.27 - $101.54 $5,351 - $5,889
58 Added 2.06%
2,869 $289,000
Q3 2023

Oct 17, 2023

BUY
$94.73 - $105.13 $31,450 - $34,903
332 Added 13.39%
2,811 $286,000
Q2 2023

Jul 27, 2023

BUY
$92.52 - $104.91 $4,533 - $5,140
49 Added 2.02%
2,479 $250,000
Q1 2023

Apr 20, 2023

BUY
$80.03 - $92.81 $194,472 - $225,528
2,430 New
2,430 $223,000

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 Leonard Rickey Investment Advisors P.L.L.C. Portfolio

Follow Leonard Rickey Investment Advisors P.L.L.C. 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 Leonard Rickey Investment Advisors P.L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Leonard Rickey Investment Advisors P.L.L.C. with notifications on news.