A detailed history of Occidental Asset Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Occidental Asset Management, LLC holds 2,992 shares of NVS stock, worth $393,597. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,992
Previous 2,763 8.29%
Holding current value
$393,597
Previous $354,000 11.02%
% of portfolio
0.05%
Previous 0.05%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$121.8 - $132.39 $27,892 - $30,317
229 Added 8.29%
2,992 $393,000
Q3 2025

Oct 28, 2025

BUY
$113.5 - $129.73 $3,291 - $3,762
29 Added 1.06%
2,763 $354,000
Q2 2025

Jul 14, 2025

SELL
$101.96 - $121.01 $3,466 - $4,114
-34 Reduced 1.23%
2,734 $330,000
Q1 2025

May 15, 2025

BUY
$97.14 - $115.57 $7,576 - $9,014
78 Added 2.9%
2,768 $308,000
Q3 2024

Oct 11, 2024

BUY
$106.13 - $120.89 $21,226 - $24,178
200 Added 8.03%
2,690 $309,000
Q2 2024

Jul 15, 2024

SELL
$92.57 - $107.37 $925 - $1,073
-10 Reduced 0.4%
2,490 $265,000
Q1 2024

Apr 16, 2024

BUY
$95.27 - $108.47 $952 - $1,084
10 Added 0.4%
2,500 $241,000
Q4 2023

Jan 18, 2024

SELL
$92.27 - $101.54 $104,541 - $115,044
-1,133 Reduced 31.27%
2,490 $251,000
Q3 2023

Oct 18, 2023

SELL
$94.73 - $105.13 $7,578 - $8,410
-80 Reduced 2.16%
3,623 $369,000
Q2 2023

Jul 11, 2023

SELL
$92.52 - $104.91 $20,817 - $23,604
-225 Reduced 5.73%
3,703 $373,000
Q1 2023

May 10, 2023

SELL
$80.03 - $92.81 $2,160 - $2,505
-27 Reduced 0.68%
3,928 $361,000
Q4 2022

Jan 23, 2023

BUY
$75.55 - $92.52 $64,217 - $78,642
850 Added 27.38%
3,955 $0
Q2 2022

Jul 18, 2022

SELL
$80.52 - $93.75 $31,885 - $37,125
-396 Reduced 11.31%
3,105 $262,000
Q1 2022

May 04, 2022

BUY
$80.11 - $90.62 $560 - $634
7 Added 0.2%
3,501 $307,000
Q4 2021

Feb 01, 2022

BUY
$79.7 - $88.13 $717 - $793
9 Added 0.26%
3,494 $306,000
Q1 2021

May 06, 2021

SELL
$83.5 - $98.47 $3,256 - $3,840
-39 Reduced 1.11%
3,485 $298,000
Q4 2020

Jan 28, 2021

SELL
$78.07 - $94.43 $3,981 - $4,815
-51 Reduced 1.43%
3,524 $333,000
Q3 2020

Nov 10, 2020

SELL
$82.14 - $91.0 $6,406 - $7,098
-78 Reduced 2.14%
3,575 $311,000
Q2 2020

Jul 17, 2020

SELL
$80.93 - $91.1 $3,479 - $3,917
-43 Reduced 1.16%
3,653 $319,000
Q1 2020

Apr 23, 2020

BUY
$70.67 - $99.01 $8,339 - $11,683
118 Added 3.3%
3,696 $305,000
Q4 2018

Mar 19, 2019

BUY
$73.66 - $82.02 $3,609 - $4,018
49 Added 1.39%
3,578 $307,000
Q3 2018

Mar 19, 2019

SELL
$66.94 - $77.43 $13,388 - $15,486
-200 Reduced 5.36%
3,529 $304,000
Q2 2018

Mar 19, 2019

SELL
$64.91 - $73.36 $63,546 - $71,819
-979 Reduced 20.79%
3,729 $282,000
Q4 2017

Mar 19, 2019

BUY
$72.33 - $77.64 $1,880 - $2,018
26 Added 0.56%
4,708 $395,000
Q3 2017

Mar 19, 2019

SELL
$74.14 - $77.27 $7,414 - $7,727
-100 Reduced 2.09%
4,682 $402,000
Q2 2017

Mar 19, 2019

SELL
N/A
-100 Reduced 2.05%
4,782 $399,000
Q1 2017

Mar 19, 2019

SELL
N/A
-225 Reduced 4.41%
4,882 $363,000
Q4 2016

May 15, 2019

SELL
N/A
-107 Reduced 2.05%
5,107 $372,000
Q3 2016

May 15, 2019

BUY
N/A
21 Added 0.4%
5,214 $412,000
Q2 2016

May 15, 2019

BUY
N/A
1,095 Added 26.72%
5,193 $428,000
Q4 2014

Jun 17, 2019

SELL
N/A
-880 Reduced 17.68%
4,098 $380,000
Q1 2014

Jun 17, 2019

BUY
N/A
4,978
4,978 $423,000

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 $283B
  • 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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