Novartis shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 27k | 96.73 |
| 2023-12-31 | $3.1M | 31k | 100.97 |
| 2023-09-30 | $3.5M | 34k | 101.86 |
| 2023-06-30 | $2.6M | 26k | 100.91 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management