A detailed history of Principle Wealth Partners LLC transactions in Novartis Ag stock. As of the latest transaction made, Principle Wealth Partners LLC holds 4,247 shares of NVS stock, worth $442,877. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,247
Previous 4,247 -0.0%
Holding current value
$442,877
Previous $452,000 7.96%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$92.52 - $104.91 $111,024 - $125,892
-1,200 Reduced 22.03%
4,247 $428,000
Q4 2022

Feb 02, 2023

BUY
$75.55 - $92.52 $9,443 - $11,565
125 Added 2.35%
5,447 $494,000
Q2 2022

Aug 02, 2022

SELL
$80.52 - $93.75 $58,779 - $68,437
-730 Reduced 12.06%
5,322 $450,000
Q3 2021

Nov 16, 2021

SELL
$81.78 - $95.14 $61,662 - $71,735
-754 Reduced 11.08%
6,052 $495,000
Q2 2021

Aug 13, 2021

SELL
$85.24 - $94.15 $102,288 - $112,980
-1,200 Reduced 14.99%
6,806 $621,000
Q1 2021

May 18, 2021

BUY
$83.5 - $98.47 $309,117 - $364,535
3,702 Added 86.01%
8,006 $684,000
Q4 2020

Feb 16, 2021

BUY
$78.07 - $94.43 $336,013 - $406,426
4,304 New
4,304 $406,000
Q3 2020

Nov 16, 2020

SELL
$82.14 - $91.0 $42,794 - $47,411
-521 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$80.93 - $91.1 $42,164 - $47,463
521 New
521 $46,000

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 $224B
  • 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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