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Novartis shares owned by FRG Family Wealth Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by FRG Family Wealth Advisors from 13F filings

Historical chart of FRG Family Wealth Advisors investment in Novartis

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All positions including Novartis held by FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 9.9k 115.02
2024-06-30 $1.1M 9.9k 110.06
2024-03-31 $964k 9.9k 97.13
2023-12-31 $1.0M 10k 100.97
2023-09-30 $1.0M 10k 101.86
2023-06-30 $1.0M 10k 100.91
2023-03-31 $945k 10k 92.00
2022-12-31 $932k 10k 90.72
2022-09-30 $781k 10k 76.01
2022-06-30 $869k 10k 84.57
2022-03-31 $902k 10k 87.79
2021-12-31 $899k 10k 87.49
2021-09-30 $794k 9.7k 81.77
2021-06-30 $983k 11k 91.26
2021-03-31 $921k 11k 85.50
2020-12-31 $1.0M 11k 94.41
2020-09-30 $1000k 12k 86.94
2020-06-30 $1.0M 12k 87.38
2020-03-31 $1.1M 14k 82.41
2019-12-31 $1.3M 14k 94.69
2019-09-30 $1.2M 14k 86.91
2019-06-30 $1.4M 15k 91.34
2019-03-31 $1.4M 15k 96.16
2018-12-31 $1.2M 14k 85.82
2018-09-30 $983k 11k 86.18
2018-06-30 $672k 8.9k 75.49
2018-03-31 $337k 4.2k 80.82
2017-12-31 $319k 3.8k 83.95
2017-09-30 $326k 3.8k 85.79
2017-06-30 $331k 4.0k 83.59
2017-03-31 $255k 3.4k 74.89
2016-12-31 $237k 3.3k 72.81
2016-09-30 $245k 3.1k 78.91
2016-06-30 $256k 3.1k 82.45
2016-03-31 $225k 3.1k 72.46
2015-12-31 $267k 3.1k 85.99