Novartis shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Novartis
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Quarterly reported holdings in Novartis by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $285k | 2.5k | 115.02 |
| 2024-06-30 | $251k | 2.4k | 106.46 |
| 2024-03-31 | $286k | 3.0k | 96.73 |
| 2023-12-31 | $317k | 3.1k | 100.97 |
| 2023-09-30 | $379k | 3.7k | 101.86 |
| 2023-06-30 | $376k | 3.7k | 100.91 |
| 2023-03-31 | $345k | 3.7k | 92.00 |
| 2022-12-31 | $387k | 4.3k | 90.78 |
| 2022-09-30 | $328k | 4.3k | 75.96 |
| 2022-06-30 | $371k | 4.4k | 84.55 |
| 2022-03-31 | $400k | 4.6k | 87.66 |
| 2021-12-31 | $399k | 4.6k | 87.44 |
| 2021-09-30 | $373k | 4.6k | 81.74 |
| 2021-06-30 | $425k | 4.7k | 91.34 |
| 2021-03-31 | $411k | 4.8k | 85.46 |
| 2020-12-31 | $487k | 5.2k | 94.49 |
| 2020-09-30 | $448k | 5.2k | 86.95 |
| 2020-06-30 | $450k | 5.2k | 87.37 |
| 2020-03-31 | $433k | 5.2k | 82.54 |
| 2019-12-31 | $493k | 5.2k | 94.70 |
| 2019-09-30 | $410k | 4.7k | 86.91 |
| 2019-06-30 | $431k | 4.7k | 91.33 |
| 2019-03-31 | $384k | 4.0k | 96.19 |
| 2016-12-31 | $124k | 1.7k | 72.79 |
| 2015-12-31 | $205k | 2.4k | 85.95 |