Transform Wealth, LLC Novartis Ag Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Novartis Ag stock. As of the latest transaction made, Transform Wealth, LLC holds 23,151 shares of NVS stock, worth $2.55 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
23,151
Previous 23,646 2.09%
Holding current value
$2.55 Million
Previous $2.29 Million 7.74%
% of portfolio
0.19%
Previous 0.22%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$92.57 - $107.37 $45,822 - $53,148
-495 Reduced 2.09%
23,151 $2.46 Million
Q1 2024

Apr 15, 2024
SELL
$95.27 - $108.47 $41,156 - $46,859
-432 Reduced 1.79%
23,646 $2.29 Million
Q4 2023

Jan 18, 2024
SELL
$92.27 - $101.54 $20,576 - $22,643
-223 Reduced 0.92%
24,078 $2.43 Million
Q3 2023

Oct 10, 2023
BUY
$94.73 - $105.13 $2.3 Million - $2.55 Million
24,301 New
24,301 $2.48 Million
Q2 2021

Jul 20, 2021
SELL
$85.24 - $94.15 $2.61 Million - $2.88 Million
-30,574 Closed
0 $0
Q1 2021

Apr 22, 2021
BUY
$83.5 - $98.47 $63,209 - $74,541
757 Added 2.54%
30,574 $2.61 Million
Q4 2020

Jan 20, 2021
SELL
$78.07 - $94.43 $1.14 Million - $1.38 Million
-14,629 Reduced 32.91%
29,817 $2.82 Million
Q3 2020

Oct 21, 2020
SELL
$82.14 - $91.0 $21,602 - $23,933
-263 Reduced 0.59%
44,446 $3.87 Million
Q2 2020

Jul 22, 2020
BUY
$80.93 - $91.1 $2.67 Million - $3.01 Million
32,998 Added 281.77%
44,709 $3.91 Million
Q1 2020

Apr 30, 2020
SELL
$70.67 - $99.01 $54,557 - $76,435
-772 Reduced 6.18%
11,711 $966,000
Q4 2019

Jan 24, 2020
SELL
$84.35 - $95.37 $48,923 - $55,314
-580 Reduced 4.44%
12,483 $1.18 Million
Q3 2019

Oct 24, 2019
SELL
$85.54 - $94.26 $46,448 - $51,183
-543 Reduced 3.99%
13,063 $1.14 Million
Q2 2019

Jul 30, 2019
SELL
$75.4 - $92.8 $751,964 - $925,494
-9,973 Reduced 42.3%
13,606 $1.24 Million
Q1 2019

Apr 12, 2019
BUY
$75.32 - $86.15 $178,583 - $204,261
2,371 Added 11.18%
23,579 $2.27 Million
Q4 2018

Jan 30, 2019
SELL
$73.66 - $82.02 $901,524 - $1 Million
-12,239 Reduced 36.59%
21,208 $1.82 Million
Q3 2018

Oct 25, 2018
BUY
$66.94 - $77.43 $948,272 - $1.1 Million
14,166 Added 73.47%
33,447 $2.88 Million
Q2 2018

Aug 03, 2018
BUY
$64.91 - $73.36 $130,793 - $147,820
2,015 Added 11.67%
19,281 $1.46 Million
Q1 2018

May 03, 2018
BUY
$70.39 - $84.15 $58,282 - $69,676
828 Added 5.04%
17,266 $1.4 Million
Q4 2017

Feb 08, 2018
BUY
$72.33 - $77.64 $87,880 - $94,332
1,215 Added 7.98%
16,438 $1.38 Million
Q3 2017

Oct 19, 2017
BUY
$74.14 - $77.27 $1.13 Million - $1.18 Million
15,223
15,223 $1.31 Million

Others Institutions Holding NVS

# of Institutions
1,373
Shares Held
141M
Call Options Held
1.15M
Put Options Held
866K
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $237B
  • 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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