Novartis shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Novartis
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Quarterly reported holdings in Novartis by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $287k | 2.9k | 100.51 |
| 2023-12-31 | $291k | 2.9k | 100.97 |
| 2023-09-30 | $306k | 3.0k | 101.86 |
| 2023-06-30 | $303k | 3.0k | 100.91 |
| 2023-03-31 | $281k | 3.1k | 92.00 |
| 2022-12-31 | $277k | 3.1k | 90.72 |
| 2022-09-30 | $239k | 3.1k | 76.07 |
| 2022-06-30 | $266k | 3.1k | 84.66 |
| 2022-03-31 | $276k | 3.1k | 87.84 |
| 2021-12-31 | $295k | 3.4k | 87.49 |
| 2021-09-30 | $276k | 3.4k | 81.85 |
| 2021-06-30 | $308k | 3.4k | 91.34 |
| 2021-03-31 | $288k | 3.4k | 85.41 |
| 2020-12-31 | $318k | 3.4k | 94.36 |
| 2020-09-30 | $301k | 3.5k | 86.87 |
| 2020-06-30 | $283k | 3.2k | 87.48 |
| 2020-03-31 | $267k | 3.2k | 82.53 |
| 2019-12-31 | $273k | 2.9k | 94.63 |
| 2019-09-30 | $236k | 2.7k | 86.76 |
| 2019-06-30 | $295k | 3.2k | 91.19 |
| 2019-03-31 | $325k | 3.4k | 96.10 |
| 2018-12-31 | $297k | 3.5k | 85.91 |
| 2018-09-30 | $281k | 3.3k | 86.30 |
| 2018-06-30 | $278k | 3.7k | 75.46 |
| 2018-03-31 | $342k | 4.2k | 80.83 |
| 2017-12-31 | $355k | 4.2k | 83.90 |
| 2017-09-30 | $200k | 2.3k | 86.06 |
| 2016-06-30 | $237k | 2.9k | 82.52 |
| 2016-03-31 | $208k | 2.9k | 72.42 |
| 2015-12-31 | $247k | 2.9k | 86.00 |
More positions owned by Weatherly Asset Management
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