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Novartis shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management investment in Novartis

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All positions including Novartis held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $234k 2.3k 100.98
2023-09-30 $236k 2.3k 101.87
2023-06-30 $234k 2.3k 100.92
2023-03-31 $215k 2.3k 91.98
2022-12-31 $208k 2.3k 90.70
2022-06-30 $201k 2.4k 84.70
2022-03-31 $242k 2.8k 87.84
2021-12-31 $253k 2.9k 87.45
2021-06-30 $203k 2.2k 91.28
2021-03-31 $237k 2.8k 85.37
2020-12-31 $339k 3.6k 94.35
2020-09-30 $271k 3.5k 78.03
2020-06-30 $310k 3.6k 87.25
2020-03-31 $298k 3.3k 89.68
2019-12-31 $308k 3.2k 94.80