A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 121 shares of NVS stock, worth $11,900. This represents 0.0% of its overall portfolio holdings.

Number of Shares
121
Previous 212 42.92%
Holding current value
$11,900
Previous $25,000 12.0%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Oct 18, 2024

SELL
$106.13 - $120.89 $9,657 - $11,000
-91 Reduced 42.92%
121 $28,000
Q2 2024

Jul 26, 2024

SELL
$92.57 - $107.37 $2,129 - $2,469
-23 Reduced 9.79%
212 $25,000
Q1 2024

Jul 26, 2024

BUY
$95.27 - $108.47 $3,906 - $4,447
41 Added 21.13%
235 $23,000
Q1 2024

May 03, 2024

SELL
$95.27 - $108.47 $3,906 - $4,447
-41 Reduced 17.45%
194 $23,000
Q4 2023

Feb 02, 2024

BUY
$92.27 - $101.54 $92 - $101
1 Added 0.43%
235 $24,000
Q1 2023

May 05, 2023

BUY
$80.03 - $92.81 $480 - $556
6 Added 2.63%
234 $21,000
Q4 2022

Jan 30, 2023

BUY
$75.55 - $92.52 $453 - $555
6 Added 2.7%
228 $20,000
Q3 2022

Oct 31, 2022

BUY
$74.61 - $87.26 $16,563 - $19,371
222 New
222 $16,000
Q2 2022

Aug 11, 2022

SELL
$80.52 - $93.75 $17,875 - $20,812
-222 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$80.11 - $90.62 $320 - $362
4 Added 1.83%
222 $19,000
Q4 2021

Jan 19, 2022

BUY
$79.7 - $88.13 $79 - $88
1 Added 0.46%
218 $19,000
Q1 2021

Apr 21, 2021

BUY
$83.5 - $98.47 $417 - $492
5 Added 2.36%
217 $19,000
Q4 2020

Jan 29, 2021

BUY
$78.07 - $94.43 $16,550 - $20,019
212 New
212 $20,000

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 Mc Clarren Financial Advisors, Inc. Portfolio

Follow Mc Clarren Financial Advisors, Inc. 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 Mc Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.