A detailed history of Frg Family Wealth Advisors LLC transactions in Novartis Ag stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 9,925 shares of NVS stock, worth $976,123. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,925
Previous 9,925 -0.0%
Holding current value
$976,123
Previous $1.06 Million 8.05%
% of portfolio
0.21%
Previous 0.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$95.27 - $108.47 $33,344 - $37,964
-350 Reduced 3.41%
9,925 $960,000
Q4 2021

Feb 09, 2022

BUY
$79.7 - $88.13 $45,030 - $49,793
565 Added 5.82%
10,275 $899,000
Q3 2021

Mar 02, 2022

SELL
$81.78 - $95.14 $86,850 - $101,038
-1,062 Reduced 9.86%
9,710 $794,000
Q4 2020

Mar 02, 2022

SELL
$78.07 - $94.43 $56,991 - $68,933
-730 Reduced 6.35%
10,772 $1.02 Million
Q2 2020

Mar 02, 2022

SELL
$80.93 - $91.1 $176,832 - $199,053
-2,185 Reduced 15.96%
11,502 $1.01 Million
Q4 2019

Mar 02, 2022

SELL
$84.35 - $95.37 $51,875 - $58,652
-615 Reduced 4.3%
13,687 $1.3 Million
Q3 2019

Mar 02, 2022

SELL
$85.54 - $94.26 $62,444 - $68,809
-730 Reduced 4.86%
14,302 $1.24 Million
Q2 2019

Mar 02, 2022

BUY
$75.4 - $92.8 $30,914 - $38,048
410 Added 2.8%
15,032 $1.37 Million
Q1 2019

Mar 02, 2022

BUY
$75.32 - $86.15 $16,570 - $18,953
220 Added 1.53%
14,622 $1.41 Million
Q4 2018

Mar 02, 2022

BUY
$73.66 - $82.02 $220,611 - $245,649
2,995 Added 26.26%
14,402 $1.24 Million
Q3 2018

Mar 02, 2022

BUY
$66.94 - $77.43 $167,684 - $193,962
2,505 Added 28.14%
11,407 $983,000
Q2 2018

Mar 02, 2022

BUY
$64.91 - $73.36 $307,154 - $347,139
4,732 Added 113.48%
8,902 $672,000
Q1 2018

Mar 02, 2022

BUY
$70.39 - $84.15 $26,044 - $31,135
370 Added 9.74%
4,170 $337,000
Q3 2017

Mar 02, 2022

SELL
$74.14 - $77.27 $11,862 - $12,363
-160 Reduced 4.04%
3,800 $326,000
Q2 2017

Mar 02, 2022

BUY
N/A
555 Added 16.3%
3,960 $331,000
Q1 2017

Mar 02, 2022

BUY
N/A
150 Added 4.61%
3,405 $255,000
Q4 2016

Mar 02, 2022

BUY
N/A
150 Added 4.83%
3,255 $237,000
Q4 2015

Mar 02, 2022

BUY
N/A
3,105
3,105 $267,000

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 Frg Family Wealth Advisors LLC Portfolio

Follow Frg Family Wealth 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 Frg Family Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frg Family Wealth Advisors LLC with notifications on news.