Wealthsource Partners, LLC Novartis Ag Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Novartis Ag stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,936 shares of NVS stock, worth $576,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,936
Previous 5,561 11.24%
Holding current value
$576,031
Previous $566,000 12.01%
% of portfolio
0.03%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$92.27 - $101.54 $57,668 - $63,462
-625 Reduced 11.24%
4,936 $498,000
Q3 2023

Nov 09, 2023
SELL
$94.73 - $105.13 $5,778 - $6,412
-61 Reduced 1.09%
5,561 $566,000
Q2 2023

Aug 14, 2023
SELL
$92.52 - $104.91 $345,192 - $391,419
-3,731 Reduced 39.89%
5,622 $567,000
Q1 2023

May 15, 2023
SELL
$80.03 - $92.81 $4,801 - $5,568
-60 Reduced 0.64%
9,353 $860,000
Q4 2022

Feb 09, 2023
BUY
$75.55 - $92.52 $381,754 - $467,503
5,053 Added 115.89%
9,413 $853,000
Q3 2022

Nov 14, 2022
SELL
$74.61 - $87.26 $174,885 - $204,537
-2,344 Reduced 34.96%
4,360 $331,000
Q2 2022

Aug 10, 2022
SELL
$80.52 - $93.75 $93,000 - $108,281
-1,155 Reduced 14.7%
6,704 $567,000
Q1 2022

May 09, 2022
SELL
$80.11 - $90.62 $24,834 - $28,092
-310 Reduced 3.79%
7,859 $690,000
Q4 2021

Feb 14, 2022
BUY
$79.7 - $88.13 $20,881 - $23,090
262 Added 3.31%
8,169 $715,000
Q3 2021

Nov 18, 2021
BUY
$81.78 - $95.14 $4,089 - $4,757
50 Added 0.64%
7,907 $647,000
Q2 2021

Nov 18, 2021
SELL
$85.24 - $94.15 $129,138 - $142,637
-1,515 Reduced 16.17%
7,857 $717,000
Q1 2021

Jun 21, 2021
SELL
$83.5 - $98.47 $29,141 - $34,366
-349 Reduced 3.59%
9,372 $801,000
Q4 2020

Feb 12, 2021
SELL
$78.07 - $94.43 $1,951 - $2,360
-25 Reduced 0.26%
9,721 $918,000
Q3 2020

Nov 16, 2020
SELL
$82.14 - $91.0 $47,723 - $52,871
-581 Reduced 5.63%
9,746 $847,000
Q2 2020

Aug 17, 2020
BUY
$80.93 - $91.1 $99,867 - $112,417
1,234 Added 13.57%
10,327 $902,000
Q1 2020

May 12, 2020
BUY
$70.67 - $99.01 $102,047 - $142,970
1,444 Added 18.88%
9,093 $750,000
Q4 2019

Feb 12, 2020
BUY
$84.35 - $95.37 $421,918 - $477,040
5,002 Added 188.97%
7,649 $724,000
Q3 2019

Nov 15, 2019
SELL
$85.54 - $94.26 $24,122 - $26,581
-282 Reduced 9.63%
2,647 $230,000
Q2 2019

Aug 09, 2019
SELL
$75.4 - $92.8 $22,092 - $27,190
-293 Reduced 9.09%
2,929 $267,000
Q1 2018

Apr 16, 2018
BUY
$70.39 - $84.15 $27,240 - $32,566
387 Added 13.65%
3,222 $239,000
Q4 2017

Feb 16, 2018
BUY
$72.33 - $77.64 $12,947 - $13,897
179 Added 6.74%
2,835 $238,000
Q3 2017

Nov 20, 2017
SELL
$74.14 - $77.27 $18,238 - $19,008
-246 Reduced 8.48%
2,656 $228,000
Q2 2017

Aug 16, 2017
BUY
N/A
2,902
2,902 $242,000

Others Institutions Holding NVS

# of Institutions
1,524
Shares Held
142M
Call Options Held
1.63M
Put Options Held
1.82M
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 $251B
  • 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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