Novartis shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 12k | 96.73 |
| 2023-12-31 | $1.1M | 11k | 100.97 |
| 2023-09-30 | $937k | 9.2k | 101.86 |
| 2023-06-30 | $790k | 7.8k | 100.91 |
| 2023-03-31 | $514k | 5.6k | 92.01 |
| 2022-12-31 | $761k | 8.4k | 90.72 |
| 2022-09-30 | $485k | 6.4k | 76.08 |
| 2022-06-30 | $655k | 7.8k | 84.46 |
| 2022-03-31 | $621k | 7.1k | 87.74 |
| 2021-12-31 | $562k | 6.4k | 87.53 |
| 2021-09-30 | $281k | 3.4k | 81.85 |
| 2021-06-30 | $383k | 4.2k | 91.34 |
| 2021-03-31 | $272k | 3.2k | 85.62 |
| 2020-12-31 | $355k | 3.8k | 94.39 |
| 2020-09-30 | $241k | 2.8k | 87.07 |
| 2019-03-31 | $120k | 1.2k | 96.08 |
| 2018-12-31 | $74k | 858 | 86.25 |
| 2018-09-30 | $82k | 954 | 85.95 |
| 2018-06-30 | $64k | 818 | 78.24 |
| 2018-03-31 | $66k | 817 | 80.78 |
| 2017-12-31 | $68k | 817 | 83.23 |