Valeo Financial Advisors, LLC Novartis Ag Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,701 shares of NVS stock, worth $659,043. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,701
Previous 6,701 -0.0%
Holding current value
$659,043
Previous $713,000 7.99%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 10, 2024
SELL
$92.57 - $107.37 $29,714 - $34,465
-321 Reduced 4.57%
6,701 $713,000
Q1 2024

Apr 25, 2024
BUY
$95.27 - $108.47 $34,392 - $39,157
361 Added 5.42%
7,022 $679,000
Q1 2024

Apr 19, 2024
SELL
$95.27 - $108.47 $1,047 - $1,193
-11 Reduced 0.16%
6,661 $644,000
Q4 2023

Jan 29, 2024
SELL
$92.27 - $101.54 $15,316 - $16,855
-166 Reduced 2.43%
6,672 $673,000
Q3 2023

Oct 19, 2023
SELL
$94.73 - $105.13 $49,733 - $55,193
-525 Reduced 7.13%
6,838 $696,000
Q2 2023

Jul 14, 2023
BUY
$92.52 - $104.91 $55,697 - $63,155
602 Added 8.9%
7,363 $743,000
Q1 2023

Apr 17, 2023
BUY
$80.03 - $92.81 $131,809 - $152,858
1,647 Added 32.21%
6,761 $622,000
Q4 2022

Feb 09, 2023
BUY
$75.55 - $92.52 $121,106 - $148,309
1,603 Added 45.66%
5,114 $463,000
Q3 2022

Oct 31, 2022
BUY
$74.61 - $87.26 $42,900 - $50,174
575 Added 19.58%
3,511 $267,000
Q2 2022

Aug 03, 2022
SELL
$80.52 - $93.75 $23,109 - $26,906
-287 Reduced 8.9%
2,936 $248,000
Q1 2022

Apr 28, 2022
SELL
$80.11 - $90.62 $373,232 - $422,198
-4,659 Reduced 59.11%
3,223 $283,000
Q4 2021

Jan 07, 2022
BUY
$79.7 - $88.13 $13,230 - $14,629
166 Added 2.15%
7,882 $689,000
Q3 2021

Nov 02, 2021
BUY
$81.78 - $95.14 $50,376 - $58,606
616 Added 8.68%
7,716 $631,000
Q2 2021

Jul 22, 2021
SELL
$85.24 - $94.15 $36,994 - $40,861
-434 Reduced 5.76%
7,100 $648,000
Q1 2021

Apr 12, 2021
BUY
$83.5 - $98.47 $27,054 - $31,904
324 Added 4.49%
7,534 $644,000
Q4 2020

Feb 11, 2021
BUY
$78.07 - $94.43 $780 - $944
10 Added 0.14%
7,210 $681,000
Q3 2020

Oct 28, 2020
SELL
$82.14 - $91.0 $76,965 - $85,267
-937 Reduced 11.52%
7,200 $626,000
Q2 2020

Jul 20, 2020
BUY
$80.93 - $91.1 $463,162 - $521,365
5,723 Added 237.08%
8,137 $711,000
Q1 2020

Apr 13, 2020
BUY
$70.67 - $99.01 $1,272 - $1,782
18 Added 0.75%
2,414 $205,000
Q4 2019

Jan 24, 2020
BUY
$84.35 - $95.37 $14,086 - $15,926
167 Added 7.49%
2,396 $227,000
Q3 2019

Oct 15, 2019
SELL
$85.54 - $94.26 $2,822 - $3,110
-33 Reduced 1.46%
2,229 $194,000
Q2 2019

Jul 10, 2019
BUY
$75.4 - $92.8 $32,497 - $39,996
431 Added 23.54%
2,262 $207,000
Q1 2019

Apr 12, 2019
SELL
$75.32 - $86.15 $120,888 - $138,270
-1,605 Reduced 46.71%
1,831 $176,000
Q4 2018

Jan 30, 2019
BUY
$73.66 - $82.02 $16,868 - $18,782
229 Added 7.14%
3,436 $295,000
Q3 2018

Nov 01, 2018
SELL
$66.94 - $77.43 $11,379 - $13,163
-170 Reduced 5.03%
3,207 $280,000
Q2 2018

Aug 14, 2018
SELL
$64.91 - $73.36 $59,911 - $67,711
-923 Reduced 21.47%
3,377 $278,000
Q1 2018

Apr 12, 2018
SELL
$70.39 - $84.15 $156,195 - $186,728
-2,219 Reduced 34.04%
4,300 $348,000
Q4 2017

Feb 09, 2018
BUY
$72.33 - $77.64 $61,914 - $66,459
856 Added 15.12%
6,519 $547,000
Q3 2017

Nov 14, 2017
BUY
$74.14 - $77.27 $419,854 - $437,580
5,663
5,663 $486,000

Others Institutions Holding NVS

# of Institutions
1,437
Shares Held
131M
Call Options Held
1.12M
Put Options Held
1.83M
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 $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 Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC 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 Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email