Novartis shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $325k | 3.2k | 101.85 |
| 2023-06-30 | $340k | 3.4k | 100.90 |
| 2023-03-31 | $362k | 3.9k | 91.99 |
| 2022-12-31 | $394k | 4.3k | 90.72 |
| 2022-09-30 | $311k | 4.1k | 75.98 |
| 2022-06-30 | $436k | 5.2k | 84.53 |
| 2022-03-31 | $453k | 5.2k | 87.82 |
| 2021-12-31 | $473k | 5.4k | 87.53 |
| 2021-09-30 | $468k | 5.7k | 81.83 |
| 2021-06-30 | $535k | 5.9k | 91.16 |
| 2021-03-31 | $513k | 5.9k | 87.41 |
| 2020-12-31 | $511k | 5.4k | 94.51 |
| 2020-09-30 | $516k | 5.9k | 86.96 |
| 2020-06-30 | $518k | 5.9k | 87.31 |
| 2020-03-31 | $483k | 5.9k | 82.49 |
| 2019-12-31 | $491k | 5.2k | 94.64 |
| 2019-09-30 | $518k | 6.0k | 86.91 |
| 2019-06-30 | $454k | 5.0k | 91.38 |
| 2019-03-31 | $487k | 5.1k | 96.13 |
| 2018-12-31 | $435k | 5.1k | 85.87 |
| 2018-09-30 | $461k | 5.4k | 86.14 |
| 2018-06-30 | $438k | 5.8k | 75.49 |
| 2018-03-31 | $438k | 5.4k | 80.86 |
| 2017-12-31 | $456k | 5.4k | 83.87 |
| 2017-09-30 | $531k | 6.2k | 85.77 |
| 2017-06-30 | $483k | 5.8k | 83.41 |
| 2017-03-31 | $396k | 5.3k | 74.31 |
| 2016-12-31 | $388k | 5.3k | 72.81 |
| 2016-09-30 | $355k | 4.5k | 79.06 |
| 2016-06-30 | $358k | 4.3k | 82.49 |
| 2016-03-31 | $724k | 10k | 72.47 |
| 2015-12-31 | $352k | 4.1k | 86.04 |
| 2015-09-30 | $385k | 4.2k | 91.82 |
| 2015-06-30 | $570k | 5.8k | 98.28 |
| 2015-03-31 | $640k | 6.5k | 98.64 |