A detailed history of Sound View Wealth Advisors Group, LLC transactions in Novartis Ag stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,661 shares of NVS stock, worth $390,921. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,661
Previous 3,661 -0.0%
Holding current value
$390,921
Previous $369,000 4.07%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$80.03 - $92.81 $94,755 - $109,887
1,184 Added 47.8%
3,661 $336,000
Q4 2022

Feb 08, 2023

SELL
$75.55 - $92.52 $105,770 - $129,528
-1,400 Reduced 36.11%
2,477 $224,000
Q2 2021

Jul 21, 2021

SELL
$85.24 - $94.15 $61,117 - $67,505
-717 Reduced 15.61%
3,877 $354,000
Q1 2021

Apr 28, 2021

SELL
$83.5 - $98.47 $24,716 - $29,147
-296 Reduced 6.05%
4,594 $393,000
Q4 2020

Feb 02, 2021

SELL
$78.07 - $94.43 $21,625 - $26,157
-277 Reduced 5.36%
4,890 $462,000
Q3 2020

Nov 09, 2020

BUY
$82.14 - $91.0 $4,024 - $4,459
49 Added 0.96%
5,167 $449,000
Q2 2020

Aug 07, 2020

BUY
$80.93 - $91.1 $2,751 - $3,097
34 Added 0.67%
5,118 $447,000
Q1 2020

May 12, 2020

SELL
$70.67 - $99.01 $39,575 - $55,445
-560 Reduced 9.92%
5,084 $419,000
Q4 2019

Jan 27, 2020

BUY
$84.35 - $95.37 $20,750 - $23,461
246 Added 4.56%
5,644 $534,000
Q3 2019

Nov 07, 2019

SELL
$85.54 - $94.26 $73,906 - $81,440
-864 Reduced 13.8%
5,398 $469,000
Q2 2019

Aug 07, 2019

BUY
$75.4 - $92.8 $472,154 - $581,113
6,262 New
6,262 $572,000

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 $230B
  • 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 Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, 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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.