Novartis shares owned by JFS Wealth Advisors
Historical chart of JFS Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $577k | 5.0k | 115.02 |
| 2024-06-30 | $209k | 2.0k | 106.45 |
| 2024-03-31 | $188k | 1.9k | 96.73 |
| 2023-12-31 | $207k | 2.1k | 100.97 |
| 2023-09-30 | $209k | 2.1k | 101.86 |
| 2023-06-30 | $127k | 1.3k | 100.91 |
| 2023-03-31 | $124k | 1.3k | 92.00 |
| 2022-12-31 | $128k | 1.4k | 90.72 |
| 2022-09-30 | $184k | 2.4k | 76.06 |
| 2022-06-30 | $196k | 2.3k | 84.52 |
| 2022-03-31 | $228k | 2.6k | 87.59 |
| 2021-12-31 | $255k | 2.9k | 87.42 |
| 2021-09-30 | $245k | 3.0k | 81.91 |
| 2021-06-30 | $173k | 1.9k | 91.49 |
| 2021-03-31 | $150k | 1.8k | 85.62 |
| 2020-12-31 | $129k | 1.4k | 94.37 |
| 2020-09-30 | $59k | 680 | 86.76 |
| 2020-06-30 | $59k | 680 | 86.76 |
| 2020-03-31 | $56k | 680 | 82.35 |
| 2019-12-31 | $64k | 680 | 94.12 |
| 2019-09-30 | $59k | 680 | 86.76 |
| 2019-06-30 | $62k | 680 | 91.18 |
| 2019-03-31 | $65k | 680 | 95.59 |
| 2018-12-31 | $58k | 680 | 85.29 |
| 2018-09-30 | $59k | 680 | 86.76 |
| 2018-06-30 | $51k | 680 | 75.00 |
| 2018-03-31 | $57k | 701 | 81.31 |
| 2017-12-31 | $59k | 701 | 84.17 |
| 2017-09-30 | $52k | 600 | 86.67 |
| 2017-06-30 | $50k | 600 | 83.33 |
| 2017-03-31 | $44k | 600 | 73.33 |
| 2016-12-31 | $44k | 600 | 73.33 |
| 2016-09-30 | $47k | 600 | 78.33 |
| 2016-06-30 | $50k | 600 | 83.33 |
| 2016-03-31 | $43k | 600 | 71.67 |
| 2015-12-31 | $2.8M | 32k | 86.03 |
| 2015-09-30 | $3.0M | 32k | 91.92 |
| 2015-06-30 | $3.2M | 32k | 98.35 |
| 2015-03-31 | $3.2M | 32k | 98.62 |
| 2014-12-31 | $3.0M | 33k | 92.65 |
| 2014-09-30 | $3.1M | 33k | 94.13 |
| 2014-06-30 | $3.0M | 33k | 90.53 |
| 2014-03-31 | $2.8M | 33k | 85.02 |
| 2013-12-31 | $2.7M | 33k | 80.38 |
| 2013-09-30 | $2.6M | 34k | 76.72 |
| 2013-06-30 | $2.4M | 34k | 70.71 |