NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 10,848 Value ($000) $1,496 Avg Close — Range —
Q3 2025
Shares 9,949 Value ($000) $1,276 Avg Close — Range —
Q2 2025
Shares 9,266 Value ($000) $1,121 Avg Close — Range —
Q1 2025
Shares 8,520 Value ($000) $950 Avg Close — Range —
Q4 2024
Shares 6,765 Value ($000) $658 Avg Close — Range —
Q3 2024
Shares 6,701 Value ($000) $771 Avg Close — Range —
Q2 2024
Shares 6,701 Value ($000) $713 Avg Close — Range —
Q1 2024
Shares 7,022 Value ($000) $691 Avg Close — Range —
Q4 2023
Shares 6,672 Value ($000) $674 Avg Close — Range —
Q3 2023
Shares 6,838 Value ($000) $697 Avg Close — Range —
Q2 2023
Shares 7,363 Value ($000) $743 Avg Close — Range —
Q1 2023
Shares 6,761 Value ($000) $622 Avg Close — Range —
Q4 2022
Shares 5,114 Value ($000) $464 Avg Close — Range —
Q3 2022
Shares 3,511 Value ($000) $267 Avg Close — Range —
Q2 2022
Shares 2,936 Value ($000) $248 Avg Close — Range —
Q1 2022
Shares 3,223 Value ($000) $283 Avg Close — Range —
Q4 2021
Shares 7,882 Value ($000) $689 Avg Close — Range —
Q3 2021
Shares 7,716 Value ($000) $631 Avg Close — Range —
Q2 2021
Shares 7,100 Value ($000) $648 Avg Close — Range —
Q1 2021
Shares 7,534 Value ($000) $644 Avg Close — Range —
Q4 2020
Shares 7,210 Value ($000) $681 Avg Close — Range —
Q3 2020
Shares 7,200 Value ($000) $626 Avg Close — Range —
Q2 2020
Shares 8,137 Value ($000) $711 Avg Close — Range —
Q1 2020
Shares 2,414 Value ($000) $205 Avg Close — Range —
Q4 2019
Shares 2,396 Value ($000) $227 Avg Close — Range —
Q3 2019
Shares 2,229 Value ($000) $194 Avg Close — Range —
Q2 2019
Shares 2,262 Value ($000) $207 Avg Close — Range —
Q1 2019
Shares 1,831 Value ($000) $176 Avg Close — Range —
Q4 2018
Shares 3,436 Value ($000) $295 Avg Close — Range —
Q3 2018
Shares 3,207 Value ($000) $280 Avg Close — Range —
Q2 2018
Shares 3,377 Value ($000) $278 Avg Close — Range —
Q1 2018
Shares 4,300 Value ($000) $348 Avg Close — Range —
Q4 2017
Shares 6,519 Value ($000) $547 Avg Close — Range —
Q3 2017
Shares 5,663 Value ($000) $486 Avg Close — Range —