Novartis shares owned by Trust
Historical chart of Trust investment in Novartis
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Quarterly reported holdings in Novartis by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39k | 300 | 128.24 |
| 2025-06-30 | $36k | 300 | 121.01 |
| 2025-03-31 | $33k | 300 | 111.48 |
| 2024-12-31 | $29k | 300 | 97.31 |
| 2024-09-30 | $23k | 200 | 115.02 |
| 2024-06-30 | $21k | 200 | 106.46 |
| 2024-03-31 | $19k | 200 | 96.73 |
| 2023-12-31 | $20k | 200 | 100.97 |
| 2023-09-30 | $20k | 200 | 101.86 |
| 2023-06-30 | $20k | 200 | 100.91 |
| 2023-03-31 | $18k | 200 | 92.00 |
| 2022-12-31 | $18k | 200 | 90.00 |
| 2022-09-30 | $15k | 200 | 75.00 |
| 2022-06-30 | $17k | 200 | 85.00 |
| 2022-03-31 | $18k | 200 | 90.00 |
| 2021-12-31 | $17k | 200 | 85.00 |
| 2021-09-30 | $16k | 200 | 80.00 |
| 2021-06-30 | $18k | 200 | 90.00 |
| 2021-03-31 | $17k | 200 | 85.00 |
| 2020-12-31 | $22k | 232 | 94.83 |
| 2020-09-30 | $17k | 200 | 85.00 |
| 2020-06-30 | $17k | 200 | 85.00 |
| 2020-03-31 | $16k | 200 | 80.00 |
| 2019-12-31 | $19k | 200 | 95.00 |
| 2019-09-30 | $17k | 200 | 85.00 |
| 2019-06-30 | $18k | 200 | 90.00 |
| 2019-03-31 | $19k | 200 | 95.00 |
| 2018-12-31 | $17k | 200 | 85.00 |
| 2018-09-30 | $17k | 200 | 85.00 |
| 2018-06-30 | $15k | 200 | 75.00 |
| 2018-03-31 | $16k | 200 | 80.00 |
| 2017-12-31 | $17k | 200 | 85.00 |
| 2017-09-30 | $24k | 284 | 84.51 |
| 2017-06-30 | $24k | 284 | 84.51 |
| 2017-03-31 | $44k | 591 | 74.45 |
| 2016-12-31 | $61k | 834 | 73.14 |
| 2016-09-30 | $814k | 10k | 78.97 |
| 2016-06-30 | $3.3M | 40k | 82.50 |
| 2016-03-31 | $2.9M | 41k | 72.44 |
| 2015-12-31 | $3.2M | 37k | 86.04 |
| 2015-09-30 | $2.9M | 31k | 91.93 |
| 2015-06-30 | $1.6M | 17k | 98.33 |
| 2015-03-31 | $2.0M | 21k | 98.63 |