Uma Financial Services, Inc. Novartis Ag Transaction History

Uma Financial Services, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$95.27 - $108.47 $6,668 - $7,592	70 Added 3.28%	2,204 $213,000
Q2 2023 Jul 05, 2023	SELL	$92.52 - $104.91 $60,323 - $68,401	-652 Reduced 23.4%	2,134 $215,000
Q1 2023 Apr 20, 2023	SELL	$80.03 - $92.81 $5,121 - $5,939	-64 Reduced 2.25%	2,786 $256,000
Q4 2022 Jan 25, 2023	SELL	$75.55 - $92.52 $2,266 - $2,775	-30 Reduced 1.04%	2,850 $0
Q2 2022 Aug 02, 2022	SELL	$80.52 - $93.75 $11,997 - $13,968	-149 Reduced 4.92%	2,880 $247,000

Q1 2022 May 05, 2022	SELL	$80.11 - $90.62 $8,731 - $9,877	-109 Reduced 3.47%	3,029 $267,000
Q4 2021 Jan 11, 2022	SELL	$79.7 - $88.13 $41,204 - $45,563	-517 Reduced 14.15%	3,138 $280,000
Q3 2021 Oct 19, 2021	SELL	$81.78 - $95.14 $31,567 - $36,724	-386 Reduced 9.55%	3,655 $305,000
Q2 2021 Jul 23, 2021	SELL	$85.24 - $94.15 $767 - $847	-9 Reduced 0.22%	4,041 $368,000
Q1 2021 Apr 06, 2021	BUY	$83.5 - $98.47 $8,433 - $9,945	101 Added 2.56%	4,050 $353,000
Q4 2020 Feb 19, 2021	SELL	$78.07 - $94.43 $16,628 - $20,113	-213 Reduced 5.12%	3,949 $353,000
Q3 2020 Nov 04, 2020	BUY	$82.14 - $91.0 $3,778 - $4,186	46 Added 1.12%	4,162 $332,000
Q2 2020 Aug 11, 2020	BUY	$80.93 - $91.1 $7,283 - $8,199	90 Added 2.24%	4,116 $339,000
Q1 2020 Apr 23, 2020	SELL	$70.67 - $99.01 $3,533 - $4,950	-50 Reduced 1.23%	4,026 $355,000
Q4 2019 Jan 14, 2020	BUY	$84.35 - $95.37 $17,966 - $20,313	213 Added 5.51%	4,076 $382,000
Q3 2019 Nov 26, 2019	BUY	$85.54 - $94.26 $330,441 - $364,126	3,863 New	3,863 $353,000

1,359

140M

1.15M

866K

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $228B
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...

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