A detailed history of Marotta Asset Management transactions in Novartis Ag stock. As of the latest transaction made, Marotta Asset Management holds 7,270 shares of NVS stock, worth $715,731. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,270
Previous 7,378 1.46%
Holding current value
$715,731
Previous $785,000 6.5%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Oct 03, 2024

SELL
$106.13 - $120.89 $11,462 - $13,056
-108 Reduced 1.46%
7,270 $836,000
Q2 2024

Jul 17, 2024

SELL
$92.57 - $107.37 $10,552 - $12,240
-114 Reduced 1.52%
7,378 $785,000
Q1 2024

Apr 02, 2024

SELL
$95.27 - $108.47 $6,764 - $7,701
-71 Reduced 0.94%
7,492 $724,000
Q4 2023

Jan 03, 2024

SELL
$92.27 - $101.54 $13,102 - $14,418
-142 Reduced 1.84%
7,563 $763,000
Q3 2023

Oct 11, 2023

SELL
$94.73 - $105.13 $3,410 - $3,784
-36 Reduced 0.47%
7,705 $784,000
Q2 2023

Jul 05, 2023

SELL
$92.52 - $104.91 $13,045 - $14,792
-141 Reduced 1.79%
7,741 $781,000
Q4 2022

Jan 03, 2023

SELL
$75.55 - $92.52 $9,217 - $11,287
-122 Reduced 1.52%
7,882 $0
Q3 2022

Oct 11, 2022

SELL
$74.61 - $87.26 $7,834 - $9,162
-105 Reduced 1.29%
8,004 $608,000
Q1 2022

Apr 08, 2022

BUY
$80.11 - $90.62 $3,524 - $3,987
44 Added 0.55%
8,109 $711,000
Q4 2021

Jan 13, 2022

BUY
$79.7 - $88.13 $13,549 - $14,982
170 Added 2.15%
8,065 $705,000
Q3 2021

Oct 21, 2021

BUY
$81.78 - $95.14 $9,404 - $10,941
115 Added 1.48%
7,895 $645,000
Q2 2021

Jul 09, 2021

BUY
$85.24 - $94.15 $97,344 - $107,519
1,142 Added 17.2%
7,780 $709,000
Q1 2021

Apr 09, 2021

BUY
$83.5 - $98.47 $554,273 - $653,643
6,638 New
6,638 $567,000

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 $212B
  • 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 Marotta Asset Management Portfolio

Follow Marotta Asset Management 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 Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.