Novartis shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $494k | 4.9k | 100.97 |
2023-09-30 | $505k | 5.0k | 101.86 |
2023-06-30 | $442k | 4.4k | 100.91 |
2023-03-31 | $403k | 4.4k | 92.00 |
2022-12-31 | $397k | 4.4k | 90.72 |
2022-09-30 | $333k | 4.4k | 76.01 |
2022-06-30 | $370k | 4.4k | 84.46 |
2022-03-31 | $384k | 4.4k | 87.65 |
2021-12-31 | $335k | 3.8k | 87.44 |
2021-09-30 | $313k | 3.8k | 81.70 |
2021-06-30 | $350k | 3.8k | 91.36 |
2021-03-31 | $273k | 3.2k | 85.55 |
2020-12-31 | $322k | 3.4k | 94.54 |
2020-09-30 | $225k | 2.6k | 86.94 |