A detailed history of Barry Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 2,119 shares of NVS stock, worth $208,509. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,119
Previous 2,120 0.05%
Holding current value
$208,509
Previous $225,000 8.0%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 24, 2024

SELL
$106.13 - $120.89 $106 - $120
-1 Reduced 0.05%
2,119 $243,000
Q2 2024

Aug 14, 2024

BUY
$92.57 - $107.37 $1,203 - $1,395
13 Added 0.62%
2,120 $225,000
Q1 2024

Apr 17, 2024

BUY
$95.27 - $108.47 $381 - $433
4 Added 0.19%
2,107 $203,000
Q4 2023

Feb 09, 2024

BUY
$92.27 - $101.54 $553 - $609
6 Added 0.29%
2,103 $212,000
Q3 2023

Nov 13, 2023

BUY
$94.73 - $105.13 $189 - $210
2 Added 0.1%
2,097 $213,000
Q2 2023

Aug 02, 2023

BUY
$92.52 - $104.91 $193,829 - $219,786
2,095 New
2,095 $211,000
Q1 2021

Apr 19, 2021

SELL
$83.5 - $98.47 $181,612 - $214,172
-2,175 Closed
0 $0
Q4 2020

Feb 04, 2021

BUY
$78.07 - $94.43 $169,802 - $205,385
2,175 New
2,175 $205,000

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 $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 Barry Investment Advisors, LLC Portfolio

Follow Barry Investment 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 Barry Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barry Investment Advisors, LLC with notifications on news.