Personal Cfo Solutions, LLC Novartis Ag Transaction History

Personal Cfo Solutions, LLC

$557 Million
Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Novartis Ag stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,560 shares of NVS stock, worth $336,768. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,560

Previous 3,021 15.26%

Holding current value

$336,768

Previous $336,000 2.38%

% of portfolio

0.06%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$113.5 - $129.73 $52,323 - $59,805	-461 Reduced 15.26%	2,560 $328,000
Q1 2025 Apr 30, 2025	SELL	$97.14 - $115.57 $183,303 - $218,080	-1,887 Reduced 38.45%	3,021 $336,000
Q4 2024 Feb 07, 2025	SELL	$96.78 - $117.18 $8,903 - $10,780	-92 Reduced 1.84%	4,908 $477,000
Q3 2024 Nov 14, 2024	SELL	$106.13 - $120.89 $127,356 - $145,068	-1,200 Reduced 19.35%	5,000 $575,000
Q2 2024 Aug 09, 2024	BUY	$92.57 - $107.37 $77,018 - $89,331	832 Added 15.5%	6,200 $660,000

Q1 2024 May 13, 2024	BUY	$95.27 - $108.47 $26,389 - $30,046	277 Added 5.44%	5,368 $519,000
Q4 2023 Feb 13, 2024	BUY	$92.27 - $101.54 $469,746 - $516,940	5,091 New	5,091 $514,000
Q4 2021 Feb 11, 2022	SELL	$79.7 - $88.13 $264,763 - $292,767	-3,322 Closed	0 $0
Q3 2021 Nov 18, 2021	BUY	$81.78 - $95.14 $70,003 - $81,439	856 Added 34.71%	3,322 $272,000
Q2 2021 Jul 22, 2021	SELL	$85.24 - $94.15 $33,925 - $37,471	-398 Reduced 13.9%	2,466 $225,000
Q1 2021 Apr 21, 2021	SELL	$83.5 - $98.47 $2,588 - $3,052	-31 Reduced 1.07%	2,864 $245,000
Q4 2020 Feb 09, 2021	SELL	$78.07 - $94.43 $129,674 - $156,848	-1,661 Reduced 36.46%	2,895 $273,000
Q3 2020 Nov 02, 2020	BUY	$82.14 - $91.0 $8,214 - $9,100	100 Added 2.24%	4,556 $0
Q2 2020 Aug 03, 2020	BUY	$80.93 - $91.1 $20,718 - $23,321	256 Added 6.1%	4,456 $389,000
Q1 2020 Apr 30, 2020	BUY	$70.67 - $99.01 $77,949 - $109,208	1,103 Added 35.62%	4,200 $346,000
Q4 2019 Feb 13, 2020	BUY	$84.35 - $95.37 $2,614 - $2,956	31 Added 1.01%	3,097 $293,000
Q3 2019 Nov 13, 2019	BUY	$85.54 - $94.26 $262,265 - $289,001	3,066 New	3,066 $266,000

Others Institutions Holding NVS

# of Institutions

1,600

Shares Held

137M

Call Options Held

1.53M

Put Options Held

2.22M

View Full List

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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Personal Cfo Solutions, LLC Novartis Ag Transaction History