A detailed history of Opal Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,646 shares of NVS stock, worth $305,904. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,646
Previous 2,660 0.53%
Holding current value
$305,904
Previous $257,000 9.34%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$92.57 - $107.37 $1,295 - $1,503
-14 Reduced 0.53%
2,646 $281,000
Q1 2024

Apr 11, 2024

BUY
$95.27 - $108.47 $190 - $216
2 Added 0.08%
2,660 $257,000
Q4 2023

Jan 19, 2024

SELL
$92.27 - $101.54 $369 - $406
-4 Reduced 0.15%
2,658 $268,000
Q3 2023

Oct 18, 2023

SELL
$94.73 - $105.13 $12,220 - $13,561
-129 Reduced 4.62%
2,662 $271,000
Q2 2023

Jul 27, 2023

SELL
$92.52 - $104.91 $647 - $734
-7 Reduced 0.25%
2,791 $281,000
Q1 2023

Apr 19, 2023

BUY
$80.03 - $92.81 $1,440 - $1,670
18 Added 0.65%
2,798 $257,000
Q4 2022

Feb 03, 2023

BUY
$75.55 - $92.52 $210,029 - $257,205
2,780 New
2,780 $252,000
Q2 2022

Aug 10, 2022

SELL
$80.52 - $93.75 $18,841 - $21,937
-234 Reduced 8.47%
2,529 $214,000
Q1 2022

May 09, 2022

BUY
$80.11 - $90.62 $12,256 - $13,864
153 Added 5.86%
2,763 $242,000
Q4 2021

Jan 31, 2022

BUY
$79.7 - $88.13 $208,017 - $230,019
2,610 New
2,610 $228,000

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 $249B
  • 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 Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, 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 Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.