Marcum Wealth, LLC Novartis Ag Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Novartis Ag stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,937 shares of NVS stock, worth $188,043. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,937

Previous 2,033 4.72%

Holding current value

$188,043

Previous $216,000 2.78%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$106.13 - $120.89 $10,188 - $11,605	-96 Reduced 4.72%	1,937 $222,000
Q2 2024 Jul 02, 2024	BUY	$92.57 - $107.37 $188,194 - $218,283	2,033 New	2,033 $216,000
Q4 2023 Jan 10, 2024	SELL	$92.27 - $101.54 $25,927 - $28,532	-281 Reduced 12.28%	2,007 $202,000
Q3 2023 Oct 10, 2023	SELL	$94.73 - $105.13 $2,841 - $3,153	-30 Reduced 1.29%	2,288 $233,000
Q2 2023 Jul 13, 2023	SELL	$92.52 - $104.91 $38,673 - $43,852	-418 Reduced 15.28%	2,318 $233,000
Q1 2023 Apr 19, 2023	SELL	$80.03 - $92.81 $8,803 - $10,209	-110 Reduced 3.87%	2,736 $251,000
Q4 2022 Jan 12, 2023	SELL	$75.55 - $92.52 $9,141 - $11,194	-121 Reduced 4.08%	2,846 $0
Q3 2022 Oct 11, 2022	SELL	$74.61 - $87.26 $4,178 - $4,886	-56 Reduced 1.85%	2,967 $226,000
Q2 2022 Jul 14, 2022	SELL	$80.52 - $93.75 $14,493 - $16,875	-180 Reduced 5.62%	3,023 $256,000
Q1 2022 Apr 20, 2022	SELL	$80.11 - $90.62 $1,842 - $2,084	-23 Reduced 0.71%	3,203 $281,000
Q4 2021 Feb 01, 2022	BUY	$79.7 - $88.13 $18,649 - $20,622	234 Added 7.82%	3,226 $282,000
Q3 2021 Nov 08, 2021	BUY	$81.78 - $95.14 $29,604 - $34,440	362 Added 13.76%	2,992 $245,000
Q2 2021 Aug 10, 2021	SELL	$85.24 - $94.15 $26,083 - $28,809	-306 Reduced 10.42%	2,630 $240,000
Q1 2021 May 11, 2021	BUY	$83.5 - $98.47 $245,156 - $289,107	2,936 New	2,936 $251,000

Others Institutions Holding NVS

# of Institutions

1,437

Shares Held

131M

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 $209B
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...

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Marcum Wealth, LLC Novartis Ag Transaction History