A detailed history of Steel Peak Wealth Management LLC transactions in Novartis Ag stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,648 shares of NVS stock, worth $274,994. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,648
Previous 2,127 24.49%
Holding current value
$274,994
Previous $226,000 34.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$106.13 - $120.89 $55,293 - $62,983
521 Added 24.49%
2,648 $304,000
Q2 2024

Jul 16, 2024

BUY
$92.57 - $107.37 $196,896 - $228,375
2,127 New
2,127 $226,000
Q4 2023

Jan 23, 2024

SELL
$92.27 - $101.54 $60,067 - $66,102
-651 Reduced 18.2%
2,925 $295,000
Q3 2023

Nov 02, 2023

BUY
$94.73 - $105.13 $120,875 - $134,145
1,276 Added 55.48%
3,576 $364,000
Q2 2023

Aug 02, 2023

BUY
$92.52 - $104.91 $212,796 - $241,293
2,300 New
2,300 $232,000
Q3 2022

Oct 26, 2022

SELL
$74.61 - $87.26 $14,847 - $17,364
-199 Reduced 2.15%
9,072 $690,000
Q2 2022

Aug 02, 2022

BUY
$80.52 - $93.75 $746,500 - $869,156
9,271 New
9,271 $784,000

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 $223B
  • 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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