Optimum Investment Advisors Novartis Ag Transaction History

Optimum Investment Advisors

  • $244 Million
  • Q3 2025

A detailed history of Optimum Investment Advisors transactions in Novartis Ag stock. As of the latest transaction made, Optimum Investment Advisors holds 530 shares of NVS stock, worth $69,721. This represents 0.03% of its overall portfolio holdings.

Number of Shares
530
Previous 530 -0.0%
Holding current value
$69,721
Previous $64,000 4.69%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$92.27 - $101.54 $9,227 - $10,154
100 Added 23.26%
530 $53,000
Q3 2023

Oct 13, 2023
SELL
$94.73 - $105.13 $48,312 - $53,616
-510 Reduced 54.26%
430 $43,000
Q4 2022

Jan 05, 2023
SELL
$75.55 - $92.52 $5,666 - $6,939
-75 Reduced 7.39%
940 $0
Q2 2022

Jul 12, 2022
SELL
$80.52 - $93.75 $8,937 - $10,406
-111 Reduced 9.86%
1,015 $86,000
Q1 2022

Apr 08, 2022
BUY
$80.11 - $90.62 $8,892 - $10,058
111 Added 10.94%
1,126 $99,000
Q3 2021

Oct 22, 2021
SELL
$81.78 - $95.14 $10,222 - $11,892
-125 Reduced 10.96%
1,015 $83,000
Q3 2021

Oct 12, 2021
SELL
$81.78 - $95.14 $12,267 - $14,271
-150 Reduced 11.63%
1,140 $104,000
Q2 2021

Aug 02, 2021
SELL
$85.24 - $94.15 $48,586 - $53,665
-570 Reduced 30.65%
1,290 $118,000
Q1 2021

Apr 15, 2021
SELL
$83.5 - $98.47 $50,100 - $59,082
-600 Reduced 24.39%
1,860 $159,000
Q4 2020

Jan 21, 2021
BUY
$78.07 - $94.43 $11,710 - $14,164
150 Added 6.49%
2,460 $232,000
Q2 2020

Jul 16, 2020
SELL
$80.93 - $91.1 $10,682 - $12,025
-132 Reduced 5.41%
2,310 $202,000
Q3 2019

Oct 17, 2019
BUY
$85.54 - $94.26 $11,291 - $12,442
132 Added 5.71%
2,442 $212,000
Q2 2019

Jul 29, 2019
SELL
$75.4 - $92.8 $119,509 - $147,088
-1,585 Reduced 40.69%
2,310 $211,000
Q4 2018

Feb 04, 2019
SELL
$73.66 - $82.02 $23,571 - $26,246
-320 Reduced 7.59%
3,895 $334,000
Q2 2018

Oct 05, 2018
SELL
$64.91 - $73.36 $19,473 - $22,008
-300 Reduced 6.64%
4,215 $318,000
Q1 2018

May 09, 2018
BUY
$70.39 - $84.15 $12,318 - $14,726
175 Added 4.03%
4,515 $365,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,340
4,340 $362,000

Others Institutions Holding NVS

# of Institutions
1,605
Shares Held
137M
Call Options Held
1.55M
Put Options Held
2.22M
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $283B
  • 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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