Novartis shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Novartis
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Quarterly reported holdings in Novartis by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $41k | 410 | 100.97 |
| 2023-09-30 | $39k | 386 | 101.86 |
| 2023-06-30 | $35k | 350 | 100.91 |
| 2023-03-31 | $32k | 350 | 92.00 |
| 2022-12-31 | $32k | 350 | 90.72 |
| 2022-09-30 | $27k | 350 | 77.14 |
| 2022-06-30 | $30k | 350 | 85.71 |
| 2022-03-31 | $31k | 350 | 88.57 |
| 2021-12-31 | $31k | 350 | 88.57 |
| 2021-09-30 | $65k | 800 | 81.25 |
| 2021-06-30 | $73k | 800 | 91.25 |
| 2021-03-31 | $68k | 800 | 85.00 |
| 2020-12-31 | $5.6M | 60k | 94.44 |
| 2020-09-30 | $5.3M | 61k | 86.96 |
| 2020-06-30 | $5.3M | 60k | 87.34 |
| 2020-03-31 | $4.6M | 56k | 82.44 |
| 2019-12-31 | $5.2M | 55k | 94.68 |
| 2019-09-30 | $4.9M | 56k | 86.90 |
| 2019-06-30 | $5.1M | 56k | 91.31 |
| 2019-03-31 | $5.4M | 56k | 96.14 |
| 2018-12-31 | $4.8M | 56k | 85.81 |
| 2018-09-30 | $6.0M | 70k | 86.16 |
| 2018-06-30 | $5.0M | 66k | 75.55 |
| 2018-03-31 | $5.4M | 67k | 80.85 |
| 2017-12-31 | $5.4M | 64k | 83.96 |
| 2017-09-30 | $5.6M | 65k | 85.86 |
| 2017-06-30 | $5.4M | 65k | 83.47 |
| 2017-03-31 | $3.8M | 51k | 74.26 |
| 2016-12-31 | $3.7M | 50k | 72.85 |
| 2016-09-30 | $4.1M | 51k | 78.97 |
| 2016-06-30 | $4.5M | 55k | 82.52 |
| 2016-03-31 | $3.8M | 52k | 72.45 |
| 2015-12-31 | $4.6M | 53k | 86.04 |
| 2015-09-30 | $4.0M | 44k | 91.92 |
| 2015-06-30 | $4.4M | 44k | 98.33 |
| 2015-03-31 | $4.4M | 44k | 98.62 |
| 2014-12-31 | $4.2M | 45k | 92.67 |
| 2014-09-30 | $5.3M | 56k | 94.12 |
| 2014-06-30 | $5.1M | 56k | 90.53 |
| 2014-03-31 | $4.2M | 50k | 85.01 |
| 2013-12-31 | $4.0M | 50k | 80.39 |
| 2013-09-30 | $3.8M | 50k | 76.70 |
| 2013-06-30 | $3.4M | 48k | 70.72 |
| 2013-03-31 | $3.3M | 46k | 71.24 |
| 2012-09-30 | $3.0M | 49k | 61.26 |
| 2012-06-30 | $2.7M | 49k | 55.90 |
| 2012-03-31 | $2.7M | 49k | 55.42 |
| 2011-12-31 | $2.8M | 50k | 57.16 |
| 2011-06-30 | $2.7M | 43k | 61.12 |
| 2011-03-31 | $2.8M | 51k | 54.36 |
| 2010-12-31 | $970k | 17k | 58.95 |
More positions owned by Bourgeon Capital Management
View all positions for Bourgeon Capital Management