A detailed history of One Ascent Financial Services LLC transactions in Novartis Ag stock. As of the latest transaction made, One Ascent Financial Services LLC holds 2,207 shares of NVS stock, worth $214,255. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,207
Previous 2,242 1.56%
Holding current value
$214,255
Previous $239,000 6.28%
% of portfolio
0.18%
Previous 0.03%

Shares

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

Nov 07, 2024

SELL
$106.13 - $120.89 $3,714 - $4,231
-35 Reduced 1.56%
2,207 $254,000
Q2 2024

Jul 17, 2024

SELL
$92.57 - $107.37 $5,924 - $6,871
-64 Reduced 2.78%
2,242 $239,000
Q1 2024

Apr 16, 2024

BUY
$95.27 - $108.47 $4,096 - $4,664
43 Added 1.9%
2,306 $223,000
Q4 2023

Jan 11, 2024

BUY
$92.27 - $101.54 $208,807 - $229,785
2,263 New
2,263 $229,000

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 $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...
More about NVS
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.