A detailed history of Waldron Private Wealth LLC transactions in Novartis Ag stock. As of the latest transaction made, Waldron Private Wealth LLC holds 2,273 shares of NVS stock, worth $220,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,273
Previous 2,397 5.17%
Holding current value
$220,662
Previous $255,000 2.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

SELL
$106.13 - $120.89 $13,160 - $14,990
-124 Reduced 5.17%
2,273 $261,000
Q2 2024

Jul 31, 2024

SELL
$92.57 - $107.37 $38,323 - $44,451
-414 Reduced 14.73%
2,397 $255,000
Q1 2024

May 09, 2024

BUY
$95.27 - $108.47 $57,257 - $65,190
601 Added 27.19%
2,811 $271,000
Q4 2023

Aug 29, 2024

BUY
$92.27 - $101.54 $12,179 - $13,403
132 Added 6.35%
2,210 $223,000
Q4 2023

Jan 30, 2024

BUY
$92.27 - $101.54 $12,179 - $13,403
132 Added 6.35%
2,210 $223,000
Q3 2023

Aug 29, 2024

SELL
$94.73 - $105.13 $30,218 - $33,536
-319 Reduced 13.31%
2,078 $211,000
Q3 2023

Oct 26, 2023

BUY
$94.73 - $105.13 $196,848 - $218,460
2,078 New
2,078 $211,000
Q1 2020

May 05, 2020

SELL
$70.67 - $99.01 $158,654 - $222,277
-2,245 Closed
0 $0
Q4 2019

Feb 07, 2020

SELL
$84.35 - $95.37 $5,988 - $6,771
-71 Reduced 3.07%
2,245 $212,000
Q3 2019

Nov 06, 2019

BUY
$85.54 - $94.26 $198,110 - $218,306
2,316 New
2,316 $201,000

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 $209B
  • 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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