Legacy Financial Advisors, Inc. Novartis Ag Transaction History

Legacy Financial Advisors, Inc.

$513 Million
Q4 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 13,721 shares of NVS stock, worth $1.59 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

13,721

Previous 11,086 23.77%

Holding current value

$1.59 Million

Previous $1.28 Million 4.71%

% of portfolio

0.26%

Previous 0.25%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$96.78 - $117.18 $255,015 - $308,769	2,635 Added 23.77%	13,721 $1.34 Million
Q3 2024 Nov 13, 2024	BUY	$106.13 - $120.89 $35,022 - $39,893	330 Added 3.07%	11,086 $1.28 Million
Q2 2024 Aug 13, 2024	SELL	$92.57 - $107.37 $73,870 - $85,681	-798 Reduced 6.91%	10,756 $1.15 Million
Q1 2024 May 14, 2024	BUY	$95.27 - $108.47 $77,168 - $87,860	810 Added 7.54%	11,554 $1.12 Million
Q4 2023 Feb 06, 2024	BUY	$92.27 - $101.54 $142,833 - $157,183	1,548 Added 16.83%	10,744 $1.08 Million
Q3 2023 Nov 13, 2023	BUY	$94.73 - $105.13 $129,211 - $143,397	1,364 Added 17.42%	9,196 $936,000
Q2 2023 Aug 08, 2023	BUY	$92.52 - $104.91 $207,799 - $235,627	2,246 Added 40.21%	7,832 $790,000
Q1 2023 May 03, 2023	SELL	$80.03 - $92.81 $224,244 - $260,053	-2,802 Reduced 33.4%	5,586 $513,000
Q4 2022 Feb 06, 2023	BUY	$75.55 - $92.52 $152,082 - $186,242	2,013 Added 31.58%	8,388 $760,000
Q3 2022 Nov 09, 2022	SELL	$74.61 - $87.26 $102,961 - $120,418	-1,380 Reduced 17.79%	6,375 $485,000
Q2 2022 Aug 08, 2022	BUY	$80.52 - $93.75 $54,512 - $63,468	677 Added 9.56%	7,755 $655,000
Q1 2022 May 04, 2022	BUY	$80.11 - $90.62 $52,632 - $59,537	657 Added 10.23%	7,078 $621,000
Q4 2021 Feb 04, 2022	BUY	$79.7 - $88.13 $238,143 - $263,332	2,988 Added 87.04%	6,421 $562,000
Q3 2021 Oct 26, 2021	SELL	$81.78 - $95.14 $62,152 - $72,306	-760 Reduced 18.13%	3,433 $281,000
Q2 2021 Jul 21, 2021	BUY	$85.24 - $94.15 $86,603 - $95,656	1,016 Added 31.98%	4,193 $383,000
Q1 2021 Apr 28, 2021	SELL	$83.5 - $98.47 $48,764 - $57,506	-584 Reduced 15.53%	3,177 $272,000
Q4 2020 Feb 02, 2021	BUY	$78.07 - $94.43 $77,523 - $93,768	993 Added 35.87%	3,761 $355,000
Q3 2020 Nov 09, 2020	BUY	$82.14 - $91.0 $227,363 - $251,888	2,768 New	2,768 $241,000
Q2 2019 Aug 07, 2019	SELL	$75.4 - $92.8 $94,174 - $115,907	-1,249 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$75.32 - $86.15 $29,450 - $33,684	391 Added 45.57%	1,249 $120,000
Q4 2018 Jan 16, 2019	SELL	$73.66 - $82.02 $7,071 - $7,873	-96 Reduced 10.06%	858 $74,000
Q3 2018 Oct 30, 2018	BUY	$66.94 - $77.43 $9,103 - $10,530	136 Added 16.63%	954 $82,000
Q2 2018 Jul 17, 2018	BUY	$64.91 - $73.36 $64 - $73	1 Added 0.12%	818 $64,000
Q4 2017 Feb 09, 2018	BUY	$72.33 - $77.64 $59,093 - $63,431	817	817 $68,000

Others Institutions Holding NVS

# of Institutions

1,479

Shares Held

134M

Call Options Held

1.31M

Put Options Held

1.56M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $249B
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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Legacy Financial Advisors, Inc. Novartis Ag Transaction History