A detailed history of Perigon Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 17,261 shares of NVS stock, worth $1.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,261
Previous 17,481 1.26%
Holding current value
$1.7 Million
Previous $1.86 Million 6.66%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 16, 2024

SELL
$106.13 - $120.89 $23,348 - $26,595
-220 Reduced 1.26%
17,261 $1.99 Million
Q2 2024

Aug 02, 2024

SELL
$92.57 - $107.37 $12,959 - $15,031
-140 Reduced 0.79%
17,481 $1.86 Million
Q1 2024

Apr 29, 2024

BUY
$95.27 - $108.47 $63,449 - $72,241
666 Added 3.93%
17,621 $1.7 Million
Q4 2023

Jan 29, 2024

SELL
$92.27 - $101.54 $34,508 - $37,975
-374 Reduced 2.16%
16,955 $1.71 Million
Q3 2023

Oct 30, 2023

SELL
$94.73 - $105.13 $5,115 - $5,677
-54 Reduced 0.31%
17,329 $1.77 Million
Q2 2023

Aug 02, 2023

BUY
$92.52 - $104.91 $1.27 Million - $1.44 Million
13,692 Added 370.96%
17,383 $1.75 Million
Q1 2023

May 03, 2023

SELL
$80.03 - $92.81 $6,482 - $7,517
-81 Reduced 2.15%
3,691 $339,000
Q4 2022

Feb 14, 2023

BUY
$75.55 - $92.52 $2,115 - $2,590
28 Added 0.75%
3,772 $342,000
Q3 2022

Dec 13, 2022

BUY
$74.61 - $87.26 $10,072 - $11,780
135 Added 3.74%
3,744 $285,000
Q2 2022

Aug 11, 2022

BUY
$80.52 - $93.75 $104,434 - $121,593
1,297 Added 56.1%
3,609 $305,000
Q1 2022

May 16, 2022

BUY
$80.11 - $90.62 $185,214 - $209,513
2,312 New
2,312 $203,000
Q3 2021

Oct 25, 2021

SELL
$81.78 - $95.14 $190,383 - $221,485
-2,328 Closed
0 $0
Q2 2021

Jul 19, 2021

BUY
$85.24 - $94.15 $198,438 - $219,181
2,328 New
2,328 $212,000
Q1 2021

May 17, 2021

SELL
$83.5 - $98.47 $134,017 - $158,044
-1,605 Closed
0 $0
Q4 2020

Jan 28, 2021

SELL
$78.07 - $94.43 $171,363 - $207,273
-2,195 Reduced 57.76%
1,605 $152,000
Q3 2020

Nov 03, 2020

BUY
$82.14 - $91.0 $12,156 - $13,468
148 Added 4.05%
3,800 $330,000
Q2 2020

Jul 29, 2020

BUY
$80.93 - $91.1 $295,556 - $332,697
3,652 New
3,652 $319,000
Q2 2018

Aug 07, 2018

SELL
$64.91 - $73.36 $49,980 - $56,487
-770 Closed
0 $0
Q2 2017

Sep 12, 2017

BUY
N/A
770 New
770 $64,000
Q3 2011

Nov 14, 2022

BUY
N/A
135
3,744 $285,000

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
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