NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 2,182 Value ($000) $301 Avg Close Range
Q3 2025
Shares 1,877 Value ($000) $241 Avg Close Range
Q2 2025
Shares 1,849 Value ($000) $234 Avg Close Range
Q1 2025
Shares 2,049 Value ($000) $228 Avg Close Range
Q4 2024
Shares 2,551 Value ($000) $248 Avg Close Range
Q3 2024
Shares 2,255 Value ($000) $259 Avg Close Range
Q1 2024
Shares 2,474 Value ($000) $0 Avg Close Range
Q4 2023
Shares 2,827 Value ($000) $0 Avg Close Range
Q3 2023
Shares 2,842 Value ($000) $0 Avg Close Range
Q2 2023
Shares 2,800 Value ($000) $250 Avg Close Range
Q1 2023
Shares 4,780 Value ($000) $426 Avg Close Range
Q3 2021
Shares 3,147 Value ($000) $258 Avg Close Range
Q2 2021
Shares 2,486 Value ($000) $227 Avg Close Range
Q1 2021
Shares 2,371 Value ($000) $212 Avg Close Range
Q4 2020
Shares 2,371 Value ($000) $212 Avg Close Range
Q3 2020
Shares 2,280 Value ($000) $198 Avg Close Range
Q2 2020
Shares 1,751 Value ($000) $153 Avg Close Range
Q1 2020
Shares 1,640 Value ($000) $135 Avg Close Range
Q4 2019
Shares 3,897 Value ($000) $369 Avg Close Range
Q3 2019
Shares 3,847 Value ($000) $334 Avg Close Range
Q2 2019
Shares 4,063 Value ($000) $371 Avg Close Range
Q1 2019
Shares 3,458 Value ($000) $332 Avg Close Range
Q4 2018
Shares 1,259 Value ($000) $108 Avg Close Range