Novartis shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Novartis
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Quarterly reported holdings in Novartis by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $809k | 8.4k | 96.73 |
| 2023-12-31 | $723k | 7.2k | 100.97 |
| 2023-09-30 | $532k | 5.2k | 101.86 |
| 2023-06-30 | $397k | 3.9k | 100.91 |
| 2023-03-31 | $275k | 3.0k | 91.99 |
| 2022-06-30 | $116k | 1.4k | 84.67 |
| 2022-03-31 | $119k | 1.4k | 87.56 |
| 2021-12-31 | $142k | 1.6k | 87.17 |
| 2021-09-30 | $136k | 1.7k | 81.98 |
| 2021-06-30 | $149k | 1.6k | 91.19 |
| 2021-03-31 | $164k | 1.9k | 85.28 |
| 2020-12-31 | $160k | 1.7k | 94.56 |
| 2020-09-30 | $79k | 905 | 87.29 |
| 2020-06-30 | $74k | 852 | 86.85 |
| 2020-03-31 | $71k | 864 | 82.18 |
| 2019-12-31 | $9.0k | 91 | 98.90 |
| 2019-09-30 | $6.0k | 73 | 82.19 |
| 2019-06-30 | $6.0k | 69 | 86.96 |
| 2019-03-31 | $8.0k | 84 | 95.24 |
| 2018-12-31 | $3.0k | 30 | 100.00 |
| 2018-09-30 | $1.0k | 1 | 1000.00 |
| 2018-03-31 | $4.0k | 50 | 80.00 |
| 2017-03-31 | $3.0k | 35 | 85.71 |
| 2016-12-31 | $2.0k | 30 | 66.67 |
More positions owned by Patriot Financial Group Insurance Agency
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