Yhb Investment Advisors, Inc. Novartis Ag Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 3,523 shares of NVS stock, worth $392,744. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,523

Previous 4,123 14.55%

Holding current value

$392,744

Previous $474,000 27.85%

% of portfolio

0.03%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$96.78 - $117.18 $58,068 - $70,308	-600 Reduced 14.55%	3,523 $342,000
Q3 2023 Oct 23, 2023	SELL	$94.73 - $105.13 $2,841 - $3,153	-30 Reduced 0.72%	4,123 $419,000
Q4 2022 Jan 12, 2023	SELL	$75.55 - $92.52 $18,887 - $23,130	-250 Reduced 5.68%	4,153 $0
Q3 2022 Nov 03, 2022	SELL	$74.61 - $87.26 $21,636 - $25,305	-290 Reduced 6.18%	4,403 $335,000
Q1 2022 Apr 14, 2022	SELL	$80.11 - $90.62 $2,002 - $2,265	-25 Reduced 0.53%	4,693 $412,000
Q4 2021 Jan 18, 2022	SELL	$79.7 - $88.13 $8,687 - $9,606	-109 Reduced 2.26%	4,718 $413,000
Q3 2021 Oct 28, 2021	SELL	$81.78 - $95.14 $15,129 - $17,600	-185 Reduced 3.69%	4,827 $395,000
Q1 2021 Apr 22, 2021	SELL	$83.5 - $98.47 $1,670 - $1,969	-20 Reduced 0.4%	5,012 $441,000
Q4 2020 Jan 21, 2021	BUY	$78.07 - $94.43 $1,639 - $1,983	21 Added 0.42%	5,032 $475,000
Q3 2020 Nov 02, 2020	SELL	$82.14 - $91.0 $29,241 - $32,396	-356 Reduced 6.63%	5,011 $436,000
Q4 2019 Jan 27, 2020	BUY	$84.35 - $95.37 $337 - $381	4 Added 0.07%	5,367 $508,000
Q3 2019 Oct 15, 2019	BUY	$85.54 - $94.26 $855 - $942	10 Added 0.19%	5,363 $466,000
Q2 2019 Jul 15, 2019	SELL	$75.4 - $92.8 $18,850 - $23,200	-250 Reduced 4.46%	5,353 $489,000
Q1 2019 Apr 29, 2019	SELL	$75.32 - $86.15 $37,660 - $43,075	-500 Reduced 8.19%	5,603 $539,000
Q4 2018 Jan 11, 2019	SELL	$73.66 - $82.02 $1,473 - $1,640	-20 Reduced 0.33%	6,103 $524,000
Q3 2018 Oct 29, 2018	SELL	$66.94 - $77.43 $66,940 - $77,430	-1,000 Reduced 14.04%	6,123 $528,000
Q2 2018 Jul 09, 2018	SELL	$64.91 - $73.36 $19,797 - $22,374	-305 Reduced 4.11%	7,123 $538,000
Q4 2017 Jan 16, 2018	SELL	$72.33 - $77.64 $19,818 - $21,273	-274 Reduced 3.56%	7,428 $624,000
Q3 2017 Nov 06, 2017	BUY	$74.14 - $77.27 $571,026 - $595,133	7,702	7,702 $661,000

Others Institutions Holding NVS

# of Institutions

1,480

Shares Held

130M

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 $240B
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...

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Yhb Investment Advisors, Inc. Novartis Ag Transaction History