Novartis shares owned by Allen Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Allen Wealth Management
from 13F filings
Historical chart of Allen Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Allen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 4.2k | 128.24 |
| 2025-06-30 | $550k | 4.5k | 121.01 |
| 2025-03-31 | $599k | 5.4k | 111.48 |
| 2024-12-31 | $523k | 5.4k | 97.31 |
| 2024-09-30 | $666k | 5.8k | 115.02 |
| 2024-06-30 | $606k | 5.7k | 106.46 |
| 2024-03-31 | $530k | 5.5k | 96.73 |