Novartis shares owned by Asset Planning
Historical chart of Asset Planning investment in Novartis
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All positions including Novartis held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Novartis by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 107 | 127.88 |
| 2025-06-30 | $13k | 107 | 120.67 |
| 2025-03-31 | $12k | 107 | 111.17 |
| 2024-12-31 | $10k | 107 | 97.04 |