Number of Shares
79,612.00
Current Holdings Value*
$8.88 Mil
% of Portfolio
2.16%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
31.57%

Altrius Capital Management Inc's Novartis AG Holding Summary

As of 2025-03-31, Altrius Capital Management Inc held 79,612.00 shares of Novartis AG(NVS), totaling $8.88 Mil. This investment constitutes 2.16% of their stock portfolio, and Altrius Capital Management Inc now holds 0% of the outstanding Novartis AG(NVS) stock.

The initial trade took place in 2022Q2. And since then Altrius Capital Management Inc has made 7 purchases of NVS, at an average price of $89.26, for a total of 84,688.00 shares. In addition, there have been 4 sales at an average price of $109.04 for 5,076.00 shares. Based on historical transaction data and NVS's current price of $117.97, Altrius Capital Management Inc's estimated gain on his NVS holdings is $2.39 Mil, reflecting a 31.57% gain to date.

Altrius Capital Management Inc NVS ($117.97) Holding Chart

Altrius Capital Management Inc NVS ($117.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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