A detailed history of Liberty Wealth Management LLC transactions in Novartis Ag stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,255 shares of NVS stock, worth $220,471. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,255
Holding current value
$220,471
% of portfolio
0.05%

Shares

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

Nov 01, 2024

BUY
$106.13 - $120.89 $239,323 - $272,606
2,255 New
2,255 $259,000
Q1 2024

May 02, 2024

SELL
$95.27 - $108.47 $33,630 - $38,289
-353 Reduced 12.49%
2,474 $239,000
Q4 2023

Feb 08, 2024

SELL
$92.27 - $101.54 $1,384 - $1,523
-15 Reduced 0.53%
2,827 $285,000
Q3 2023

Nov 13, 2023

BUY
$94.73 - $105.13 $3,978 - $4,415
42 Added 1.5%
2,842 $290,000
Q2 2023

Aug 10, 2023

SELL
$92.52 - $104.91 $183,189 - $207,721
-1,980 Reduced 41.42%
2,800 $282,000
Q1 2023

May 03, 2023

BUY
$80.03 - $92.81 $382,543 - $443,631
4,780 New
4,780 $439,000
Q4 2021

Feb 15, 2022

SELL
$79.7 - $88.13 $250,815 - $277,345
-3,147 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$81.78 - $95.14 $54,056 - $62,887
661 Added 26.59%
3,147 $258,000
Q2 2021

Aug 13, 2021

BUY
$85.24 - $94.15 $19.1 Million - $21.1 Million
224,445 Added 9466.26%
226,816 $2.49 Million
Q2 2021

Aug 13, 2021

SELL
$85.24 - $94.15 $19.1 Million - $21.1 Million
-224,330 Reduced 98.9%
2,486 $227,000
Q4 2020

Feb 09, 2021

BUY
$78.07 - $94.43 $7,104 - $8,593
91 Added 3.99%
2,371 $212,000
Q3 2020

Nov 05, 2020

BUY
$82.14 - $91.0 $43,452 - $48,139
529 Added 30.21%
2,280 $198,000
Q2 2020

Aug 04, 2020

BUY
$80.93 - $91.1 $8,983 - $10,112
111 Added 6.77%
1,751 $153,000
Q1 2020

Apr 27, 2020

SELL
$70.67 - $99.01 $159,502 - $223,465
-2,257 Reduced 57.92%
1,640 $135,000
Q4 2019

Feb 05, 2020

BUY
$84.35 - $95.37 $4,217 - $4,768
50 Added 1.3%
3,897 $369,000
Q3 2019

Oct 30, 2019

SELL
$85.54 - $94.26 $18,476 - $20,360
-216 Reduced 5.32%
3,847 $334,000
Q2 2019

Jul 30, 2019

BUY
$75.4 - $92.8 $45,617 - $56,144
605 Added 17.5%
4,063 $371,000
Q1 2019

Apr 18, 2019

BUY
$75.32 - $86.15 $165,628 - $189,443
2,199 Added 174.66%
3,458 $332,000
Q4 2018

Mar 26, 2019

BUY
$73.66 - $82.02 $92,737 - $103,263
1,259 New
1,259 $108,000

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 $210B
  • 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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