Novartis shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Novartis
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Quarterly reported holdings in Novartis by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.3M | 76k | 97.31 |
| 2024-09-30 | $8.8M | 76k | 115.02 |
| 2024-06-30 | $8.4M | 79k | 106.46 |
| 2024-03-31 | $7.8M | 80k | 96.73 |
| 2023-12-31 | $8.2M | 81k | 100.97 |
| 2023-09-30 | $8.3M | 81k | 101.86 |
| 2023-06-30 | $8.2M | 81k | 100.91 |
| 2023-03-31 | $7.5M | 82k | 92.00 |
| 2022-12-31 | $6.8M | 76k | 90.72 |
| 2022-09-30 | $5.7M | 75k | 76.01 |
| 2022-06-30 | $6.2M | 74k | 84.53 |
| 2022-03-31 | $6.3M | 72k | 87.75 |
| 2021-12-31 | $6.1M | 69k | 87.47 |
| 2021-09-30 | $5.4M | 67k | 81.78 |
| 2021-06-30 | $5.6M | 61k | 91.23 |
| 2021-03-31 | $4.9M | 58k | 85.48 |
| 2020-12-31 | $4.9M | 52k | 94.43 |
| 2020-09-30 | $4.2M | 48k | 86.96 |
| 2020-06-30 | $4.2M | 48k | 87.35 |
| 2020-03-31 | $238k | 2.9k | 82.52 |