A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 51,890 shares of NVS stock, worth $5.97 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
51,890
Previous 52,786 1.7%
Holding current value
$5.97 Million
Previous $5.11 Million 8.21%
% of portfolio
2.44%
Previous 2.26%

Shares

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

Aug 12, 2024

SELL
$92.57 - $107.37 $82,942 - $96,203
-896 Reduced 1.7%
51,890 $5.52 Million
Q1 2024

May 13, 2024

SELL
$95.27 - $108.47 $50,207 - $57,163
-527 Reduced 0.99%
52,786 $5.11 Million
Q4 2023

Feb 13, 2024

SELL
$92.27 - $101.54 $40,229 - $44,271
-436 Reduced 0.81%
53,313 $5.38 Million
Q3 2023

Nov 14, 2023

BUY
$94.73 - $105.13 $42,628 - $47,308
450 Added 0.84%
53,749 $5.47 Million
Q2 2023

Aug 11, 2023

BUY
$92.52 - $104.91 $20,169 - $22,870
218 Added 0.41%
53,299 $5.38 Million
Q1 2023

May 12, 2023

BUY
$80.03 - $92.81 $307,715 - $356,854
3,845 Added 7.81%
53,081 $4.88 Million
Q4 2022

Feb 13, 2023

SELL
$75.55 - $92.52 $16,621 - $20,354
-220 Reduced 0.44%
49,236 $4.47 Million
Q3 2022

Nov 01, 2022

BUY
$74.61 - $87.26 $76,997 - $90,052
1,032 Added 2.13%
49,456 $3.76 Million
Q2 2022

Aug 09, 2022

BUY
$80.52 - $93.75 $116,512 - $135,656
1,447 Added 3.08%
48,424 $4.09 Million
Q1 2022

May 13, 2022

BUY
$80.11 - $90.62 $3.76 Million - $4.26 Million
46,977 New
46,977 $4.12 Million

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 $247B
  • 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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