A detailed history of Modera Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,435 shares of NVS stock, worth $566,761. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,435
Previous 5,285 2.84%
Holding current value
$566,761
Previous $562,000 11.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$106.13 - $120.89 $15,919 - $18,133
150 Added 2.84%
5,435 $625,000
Q2 2024

Jul 29, 2024

SELL
$92.57 - $107.37 $228,092 - $264,559
-2,464 Reduced 31.8%
5,285 $562,000
Q1 2024

May 14, 2024

SELL
$95.27 - $108.47 $2,858 - $3,254
-30 Reduced 0.39%
7,749 $749,000
Q4 2023

Feb 14, 2024

BUY
$92.27 - $101.54 $20,576 - $22,643
223 Added 2.95%
7,779 $785,000
Q3 2023

Nov 01, 2023

BUY
$94.73 - $105.13 $9,283 - $10,302
98 Added 1.31%
7,556 $769,000
Q2 2023

Aug 07, 2023

BUY
$92.52 - $104.91 $296,064 - $335,712
3,200 Added 75.15%
7,458 $752,000
Q1 2023

May 05, 2023

SELL
$80.03 - $92.81 $48,018 - $55,686
-600 Reduced 12.35%
4,258 $391,000
Q4 2022

Feb 07, 2023

BUY
$75.55 - $92.52 $49,863 - $61,063
660 Added 15.72%
4,858 $440,000
Q3 2022

Nov 01, 2022

SELL
$74.61 - $87.26 $14,026 - $16,404
-188 Reduced 4.29%
4,198 $319,000
Q2 2022

Jul 27, 2022

BUY
$80.52 - $93.75 $10,950 - $12,750
136 Added 3.2%
4,386 $371,000
Q1 2022

May 03, 2022

BUY
$80.11 - $90.62 $340,467 - $385,135
4,250 New
4,250 $373,000
Q2 2021

Aug 02, 2021

SELL
$85.24 - $94.15 $259,044 - $286,121
-3,039 Closed
0 $0
Q1 2021

Apr 29, 2021

BUY
$83.5 - $98.47 $63,543 - $74,935
761 Added 33.41%
3,039 $260,000
Q4 2020

Feb 11, 2021

BUY
$78.07 - $94.43 $177,843 - $215,111
2,278 New
2,278 $215,000

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 $224B
  • 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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