Mark Sheptoff Financial Planning, LLC Novartis Ag Transaction History

Mark Sheptoff Financial Planning, LLC

$180 Million
Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Novartis Ag stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 4,973 shares of NVS stock, worth $615,607. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,973

Previous 4,916 1.16%

Holding current value

$615,607

Previous $548,000 9.67%

% of portfolio

0.33%

Previous 0.31%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$101.96 - $121.01 $5,811 - $6,897	57 Added 1.16%	4,973 $601,000
Q1 2024 May 10, 2024	SELL	$95.27 - $108.47 $9,527 - $10,847	-100 Reduced 1.99%	4,916 $475,000
Q1 2022 May 12, 2022	SELL	$80.11 - $90.62 $32,044 - $36,248	-400 Reduced 7.39%	5,016 $440,000
Q3 2021 Nov 10, 2021	SELL	$81.78 - $95.14 $28,623 - $33,299	-350 Reduced 6.07%	5,416 $443,000
Q2 2021 Aug 12, 2021	SELL	$85.24 - $94.15 $6,819 - $7,532	-80 Reduced 1.37%	5,766 $526,000
Q1 2021 May 11, 2021	SELL	$83.5 - $98.47 $45,925 - $54,158	-550 Reduced 8.6%	5,846 $500,000
Q4 2020 Feb 11, 2021	SELL	$78.07 - $94.43 $15,613 - $18,886	-200 Reduced 3.03%	6,396 $604,000
Q3 2020 Nov 12, 2020	SELL	$82.14 - $91.0 $47,230 - $52,325	-575 Reduced 8.02%	6,596 $574,000
Q2 2020 Aug 10, 2020	SELL	$80.93 - $91.1 $58,188 - $65,500	-719 Reduced 9.11%	7,171 $626,000
Q1 2020 May 07, 2020	SELL	$70.67 - $99.01 $14,134 - $19,802	-200 Reduced 2.47%	7,890 $651,000
Q4 2019 Feb 10, 2020	SELL	$84.35 - $95.37 $15,182 - $17,166	-180 Reduced 2.18%	8,090 $766,000
Q3 2019 Nov 12, 2019	SELL	$85.54 - $94.26 $21,385 - $23,565	-250 Reduced 2.93%	8,270 $719,000
Q2 2019 Aug 12, 2019	SELL	$75.4 - $92.8 $3,770 - $4,640	-50 Reduced 0.58%	8,520 $778,000
Q1 2019 May 10, 2019	BUY	$75.32 - $86.15 $18,830 - $21,537	250 Added 3.0%	8,570 $824,000
Q2 2018 Aug 09, 2018	SELL	$64.91 - $73.36 $12,982 - $14,672	-200 Reduced 2.35%	8,320 $629,000
Q1 2018 May 08, 2018	SELL	$70.39 - $84.15 $446,131 - $533,342	-6,338 Reduced 42.66%	8,520 $689,000
Q4 2017 Feb 09, 2018	SELL	$72.33 - $77.64 $14,466 - $15,528	-200 Reduced 1.33%	14,858 $1.25 Million
Q3 2017 Nov 09, 2017	BUY	$74.14 - $77.27 $1.12 Million - $1.16 Million	15,058	15,058 $1.29 Million

Others Institutions Holding NVS

# of Institutions

1,582

Shares Held

136M

Call Options Held

1.72M

Put Options Held

1.7M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $266B
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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Mark Sheptoff Financial Planning, LLC Novartis Ag Transaction History