NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,631 Value ($000) $501 Avg Close Range
Q3 2025
Shares 3,698 Value ($000) $474 Avg Close Range
Q2 2025
Shares 3,698 Value ($000) $447 Avg Close Range
Q1 2025
Shares 3,698 Value ($000) $412 Avg Close Range
Q4 2024
Shares 3,699 Value ($000) $360 Avg Close Range
Q3 2024
Shares 3,732 Value ($000) $429 Avg Close Range
Q2 2024
Shares 3,689 Value ($000) $393 Avg Close Range
Q1 2024
Shares 3,731 Value ($000) $361 Avg Close Range
Q4 2023
Shares 3,975 Value ($000) $401 Avg Close Range
Q3 2023
Shares 3,987 Value ($000) $406 Avg Close Range
Q2 2023
Shares 4,334 Value ($000) $437 Avg Close Range
Q1 2023
Shares 4,499 Value ($000) $414 Avg Close Range
Q4 2022
Shares 4,660 Value ($000) $423 Avg Close Range
Q3 2022
Shares 4,948 Value ($000) $376 Avg Close Range
Q2 2022
Shares 4,876 Value ($000) $412 Avg Close Range
Q1 2022
Shares 4,883 Value ($000) $429 Avg Close Range
Q4 2021
Shares 4,882 Value ($000) $427 Avg Close Range
Q3 2021
Shares 4,979 Value ($000) $407 Avg Close Range
Q2 2021
Shares 5,039 Value ($000) $460 Avg Close Range
Q1 2021
Shares 5,100 Value ($000) $436 Avg Close Range
Q4 2020
Shares 5,292 Value ($000) $500 Avg Close Range
Q3 2020
Shares 5,239 Value ($000) $456 Avg Close Range
Q2 2020
Shares 5,246 Value ($000) $458 Avg Close Range
Q1 2020
Shares 5,195 Value ($000) $428 Avg Close Range
Q4 2019
Shares 5,300 Value ($000) $502 Avg Close Range
Q3 2019
Shares 4,020 Value ($000) $349 Avg Close Range
Q2 2019
Shares 4,711 Value ($000) $430 Avg Close Range
Q1 2019
Shares 4,051 Value ($000) $390 Avg Close Range
Q4 2018
Shares 5,838 Value ($000) $501 Avg Close Range
Q2 2017
Shares 3,651 Value ($000) $303 Avg Close Range