Number of Shares
1,850.00
Current Holdings Value*
$210,000.00
% of Portfolio
0.09%
Total Estimate Gain
$-254,724.25
% of Total Estimate Gain
-3.06%

Houlihan Financial Resource Group, Ltd.'s Novartis AG Holding Summary

As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 1,850.00 shares of Novartis AG(NVS), totaling $210,000.00. This investment constitutes 0.09% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0% of the outstanding Novartis AG(NVS) stock.

The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 3 purchases of NVS, at an average price of $99.29, for a total of 83,825.00 shares. In addition, there have been 4 sales at an average price of $95.77 for 81,975.00 shares. Based on historical transaction data and NVS's current price of $117.41, Houlihan Financial Resource Group, Ltd.'s estimated gain on his NVS holdings is $-254,724.25, reflecting a -3.06% gain to date.

Houlihan Financial Resource Group, Ltd. NVS ($117.41) Holding Chart

Houlihan Financial Resource Group, Ltd. NVS ($117.41) 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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