A detailed history of Personal Cfo Solutions, LLC transactions in Novartis Ag stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,368 shares of NVS stock, worth $580,066. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,368
Previous 5,091 5.44%
Holding current value
$580,066
Previous $514,000 0.97%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$95.27 - $108.47 $26,389 - $30,046
277 Added 5.44%
5,368 $519,000
Q4 2023

Feb 13, 2024

BUY
$92.27 - $101.54 $469,746 - $516,940
5,091 New
5,091 $514,000
Q4 2021

Feb 11, 2022

SELL
$79.7 - $88.13 $264,763 - $292,767
-3,322 Closed
0 $0
Q3 2021

Nov 18, 2021

BUY
$81.78 - $95.14 $70,003 - $81,439
856 Added 34.71%
3,322 $272,000
Q2 2021

Jul 22, 2021

SELL
$85.24 - $94.15 $33,925 - $37,471
-398 Reduced 13.9%
2,466 $225,000
Q1 2021

Apr 21, 2021

SELL
$83.5 - $98.47 $2,588 - $3,052
-31 Reduced 1.07%
2,864 $245,000
Q4 2020

Feb 09, 2021

SELL
$78.07 - $94.43 $129,674 - $156,848
-1,661 Reduced 36.46%
2,895 $273,000
Q3 2020

Nov 02, 2020

BUY
$82.14 - $91.0 $8,214 - $9,100
100 Added 2.24%
4,556 $0
Q2 2020

Aug 03, 2020

BUY
$80.93 - $91.1 $20,718 - $23,321
256 Added 6.1%
4,456 $389,000
Q1 2020

Apr 30, 2020

BUY
$70.67 - $99.01 $77,949 - $109,208
1,103 Added 35.62%
4,200 $346,000
Q4 2019

Feb 13, 2020

BUY
$84.35 - $95.37 $2,614 - $2,956
31 Added 1.01%
3,097 $293,000
Q3 2019

Nov 13, 2019

BUY
$85.54 - $94.26 $262,265 - $289,001
3,066 New
3,066 $266,000

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 $232B
  • 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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.