A detailed history of Walter & Keenan Wealth Management LLC transactions in Novartis Ag stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 4,150 shares of NVS stock, worth $438,530. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,150
Previous 4,150 -0.0%
Holding current value
$438,530
Previous $441,000 8.16%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jul 15, 2024

SELL
$92.57 - $107.37 $43,878 - $50,893
-474 Reduced 10.25%
4,150 $441,000
Q3 2023

Oct 20, 2023

SELL
$94.73 - $105.13 $151,568 - $168,208
-1,600 Reduced 25.71%
4,624 $471,000
Q3 2022

Oct 21, 2022

SELL
$74.61 - $87.26 $85,801 - $100,349
-1,150 Reduced 15.6%
6,224 $473,000
Q2 2022

Jul 20, 2022

SELL
$80.52 - $93.75 $8,052 - $9,375
-100 Reduced 1.34%
7,374 $623,000
Q2 2020

Jul 16, 2020

BUY
$80.93 - $91.1 $604,870 - $680,881
7,474 New
7,474 $653,000
Q1 2020

Apr 14, 2020

SELL
$70.67 - $99.01 $528,187 - $740,000
-7,474 Closed
0 $0
Q2 2019

Aug 01, 2019

BUY
$75.4 - $92.8 $86,710 - $106,720
1,150 Added 18.18%
7,474 $682,000
Q1 2019

May 08, 2019

BUY
$75.32 - $86.15 $16,871 - $19,297
224 Added 3.67%
6,324 $608,000
Q2 2018

Aug 09, 2018

SELL
$64.91 - $73.36 $32,455 - $36,680
-500 Reduced 7.58%
6,100 $461,000
Q1 2018

May 04, 2018

SELL
$70.39 - $84.15 $1.11 Million - $1.33 Million
-15,800 Reduced 70.54%
6,600 $534,000
Q4 2017

Jan 23, 2018

SELL
$72.33 - $77.64 $18,082 - $19,410
-250 Reduced 1.1%
22,400 $1.88 Million
Q3 2017

Nov 08, 2017

BUY
$74.14 - $77.27 $1.68 Million - $1.75 Million
22,650
22,650 $1.95 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 $227B
  • 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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