A detailed history of Spire Wealth Management transactions in Novartis Ag stock. As of the latest transaction made, Spire Wealth Management holds 2,573 shares of NVS stock, worth $253,311. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,573
Previous 2,753 6.54%
Holding current value
$253,311
Previous $293,000 0.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

SELL
$106.13 - $120.89 $19,103 - $21,760
-180 Reduced 6.54%
2,573 $295,000
Q2 2024

Jul 31, 2024

SELL
$92.57 - $107.37 $76,925 - $89,224
-831 Reduced 23.19%
2,753 $293,000
Q1 2024

Apr 24, 2024

SELL
$95.27 - $108.47 $16,481 - $18,765
-173 Reduced 4.6%
3,584 $346,000
Q4 2023

Feb 06, 2024

SELL
$92.27 - $101.54 $1,384 - $1,523
-15 Reduced 0.4%
3,757 $379,000
Q3 2023

Nov 08, 2023

BUY
$94.73 - $105.13 $25,766 - $28,595
272 Added 7.77%
3,772 $384,000
Q2 2023

Aug 09, 2023

SELL
$92.52 - $104.91 $52,643 - $59,693
-569 Reduced 13.98%
3,500 $353,000
Q1 2023

May 09, 2023

BUY
$80.03 - $92.81 $74,107 - $85,942
926 Added 29.46%
4,069 $374,000
Q4 2022

Feb 03, 2023

BUY
$75.55 - $92.52 $15,865 - $19,429
210 Added 7.16%
3,143 $285,000
Q3 2022

Nov 07, 2022

SELL
$74.61 - $87.26 $131,761 - $154,101
-1,766 Reduced 37.58%
2,933 $223,000
Q2 2022

Jul 22, 2022

SELL
$80.52 - $93.75 $227,066 - $264,375
-2,820 Reduced 37.5%
4,699 $397,000
Q1 2022

Apr 18, 2022

SELL
$80.11 - $90.62 $259,155 - $293,155
-3,235 Reduced 30.08%
7,519 $660,000
Q4 2021

Jan 14, 2022

BUY
$79.7 - $88.13 $413,324 - $457,042
5,186 Added 93.14%
10,754 $941,000
Q3 2021

Oct 22, 2021

BUY
$81.78 - $95.14 $8,178 - $9,514
100 Added 1.83%
5,568 $455,000
Q2 2021

Jul 26, 2021

SELL
$85.24 - $94.15 $290,838 - $321,239
-3,412 Reduced 38.42%
5,468 $499,000
Q1 2021

May 21, 2021

BUY
$83.5 - $98.47 $741,480 - $874,413
8,880 New
8,880 $766,000

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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.