Novartis shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Novartis
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Quarterly reported holdings in Novartis by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $565k | 4.9k | 115.01 |
| 2024-06-30 | $523k | 4.9k | 106.46 |
| 2024-03-31 | $476k | 4.9k | 96.73 |
| 2023-12-31 | $506k | 5.0k | 100.97 |
| 2023-09-30 | $511k | 5.0k | 101.86 |
| 2023-06-30 | $506k | 5.0k | 100.91 |
| 2023-03-31 | $462k | 5.0k | 92.00 |
| 2022-12-31 | $455k | 5.0k | 90.72 |
| 2022-09-30 | $381k | 5.0k | 75.96 |
| 2022-06-30 | $424k | 5.0k | 84.53 |
| 2022-03-31 | $440k | 5.0k | 87.72 |
| 2021-12-31 | $474k | 5.4k | 87.52 |
| 2021-09-30 | $443k | 5.4k | 81.79 |
| 2021-06-30 | $526k | 5.8k | 91.22 |
| 2021-03-31 | $500k | 5.8k | 85.53 |
| 2020-12-31 | $604k | 6.4k | 94.43 |
| 2020-09-30 | $574k | 6.6k | 87.02 |
| 2020-06-30 | $626k | 7.2k | 87.30 |
| 2020-03-31 | $651k | 7.9k | 82.51 |
| 2019-12-31 | $766k | 8.1k | 94.68 |
| 2019-09-30 | $719k | 8.3k | 86.94 |
| 2019-06-30 | $778k | 8.5k | 91.31 |
| 2019-03-31 | $824k | 8.6k | 96.15 |
| 2018-12-31 | $714k | 8.3k | 85.82 |
| 2018-09-30 | $717k | 8.3k | 86.18 |
| 2018-06-30 | $629k | 8.3k | 75.60 |
| 2018-03-31 | $689k | 8.5k | 80.87 |
| 2017-12-31 | $1.2M | 15k | 84.00 |
| 2017-09-30 | $1.3M | 15k | 85.87 |
| 2017-06-30 | $1.3M | 15k | 83.46 |
| 2017-03-31 | $1.1M | 14k | 74.25 |
| 2016-12-31 | $1.4M | 20k | 72.82 |
| 2016-09-30 | $1.5M | 19k | 78.95 |
| 2016-06-30 | $1.5M | 18k | 82.52 |
| 2016-03-31 | $1.6M | 22k | 72.45 |
| 2015-12-31 | $1.7M | 20k | 86.04 |
| 2015-09-30 | $1.9M | 21k | 91.91 |
| 2015-06-30 | $2.1M | 22k | 98.33 |
| 2015-03-31 | $2.1M | 22k | 98.62 |
| 2014-12-31 | $1.7M | 18k | 92.67 |
| 2014-09-30 | $1.3M | 14k | 94.14 |
| 2014-06-30 | $1.3M | 14k | 90.50 |
| 2014-03-31 | $1.3M | 15k | 85.01 |
More positions owned by Mark Sheptoff Financial Planning
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