A detailed history of Legacy Financial Advisors, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 11,086 shares of NVS stock, worth $1.09 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,086
Previous 10,756 3.07%
Holding current value
$1.09 Million
Previous $1.15 Million 11.35%
% of portfolio
0.25%
Previous 0.23%

Shares

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

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
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