A detailed history of Summit Financial Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,038 shares of NVS stock, worth $294,169. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,038
Previous 3,038 -0.0%
Holding current value
$294,169
Previous $323,000 8.05%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 02, 2024

BUY
$95.27 - $108.47 $289,430 - $329,531
3,038 New
3,038 $293,000
Q4 2020

Jan 11, 2021

SELL
$78.07 - $94.43 $231,087 - $279,512
-2,960 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
$82.14 - $91.0 $17,660 - $19,565
215 Added 7.83%
2,960 $236,000
Q1 2020

Apr 29, 2020

SELL
$70.67 - $99.01 $4,593 - $6,435
-65 Reduced 2.31%
2,745 $235,000
Q4 2019

Jan 28, 2020

SELL
$84.35 - $95.37 $8,013 - $9,060
-95 Reduced 3.27%
2,810 $263,000
Q2 2019

Jul 16, 2019

SELL
$75.4 - $92.8 $27,521 - $33,872
-365 Reduced 11.16%
2,905 $265,000
Q1 2019

May 01, 2019

BUY
$75.32 - $86.15 $6,025 - $6,892
80 Added 2.51%
3,270 $311,000
Q4 2018

Feb 01, 2019

BUY
$73.66 - $82.02 $12,080 - $13,451
164 Added 5.42%
3,190 $274,000
Q3 2018

Oct 22, 2018

BUY
$66.94 - $77.43 $202,560 - $234,303
3,026 New
3,026 $251,000

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 $208B
  • 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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