Novartis shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Novartis by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.7M | 18k | 96.73 |
2023-12-31 | $1.8M | 18k | 100.97 |
2023-09-30 | $1.8M | 18k | 101.86 |
2023-06-30 | $1.8M | 18k | 100.91 |
2023-03-31 | $1.7M | 18k | 92.00 |
2022-12-31 | $1.7M | 18k | 90.72 |