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
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Allen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Novartis by Allen Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $666k | 5.8k | 115.02 |
2024-06-30 | $606k | 5.7k | 106.46 |
2024-03-31 | $530k | 5.5k | 96.73 |