Novartis shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $149k | 1.2k | 128.24 |
| 2025-06-30 | $141k | 1.2k | 121.01 |
| 2025-03-31 | $130k | 1.2k | 111.48 |
| 2024-12-31 | $113k | 1.2k | 97.31 |
| 2024-09-30 | $135k | 1.2k | 115.02 |
| 2024-06-30 | $125k | 1.2k | 106.46 |
| 2024-03-31 | $114k | 1.2k | 96.73 |
| 2023-12-31 | $109k | 1.1k | 100.97 |
| 2023-09-30 | $110k | 1.1k | 101.86 |
| 2023-06-30 | $109k | 1.1k | 100.91 |
| 2023-03-31 | $56k | 609 | 92.00 |
| 2022-12-31 | $55k | 609 | 90.72 |
| 2022-09-30 | $25k | 333 | 75.08 |
| 2022-06-30 | $28k | 333 | 84.08 |
| 2022-03-31 | $29k | 333 | 87.09 |
| 2021-12-31 | $29k | 333 | 87.09 |
| 2021-09-30 | $27k | 333 | 81.08 |
| 2021-06-30 | $30k | 333 | 90.09 |
| 2014-09-30 | $217k | 2.3k | 94.22 |
| 2014-06-30 | $211k | 2.3k | 90.44 |