Monte Financial Group, LLC NVS Holdings History
Monte Financial Group, LLC's Novartis AG Holding Summary
As of 2025-03-31, Monte Financial Group, LLC held 52,954.00 shares of Novartis AG(NVS), totaling $5.87 Mil. This investment constitutes 2.57% of their stock portfolio, and Monte Financial Group, LLC now holds 0% of the outstanding Novartis AG(NVS) stock.
The initial trade took place in 2024Q2. And since then Monte Financial Group, LLC has made 3 purchases of NVS, at an average price of $102.19, for a total of 53,723.00 shares. In addition, there have been 1 sales at an average price of $106.46 for 769.00 shares. Based on historical transaction data and NVS's current price of $121.90, Monte Financial Group, LLC's estimated gain on his NVS holdings is $1.05 Mil, reflecting a 19.07% gain to date.
Monte Financial Group, LLC NVS ($121.90) Holding Chart
Monte Financial Group, LLC NVS ($121.90) 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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