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Novartis shares owned by ValMark Advisers

Quarter-by-quarter ownership of Novartis (NVS) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Novartis

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All positions including Novartis held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $832k 8.2k 100.97
2023-09-30 $840k 8.2k 101.86
2023-06-30 $747k 7.4k 100.91
2023-03-31 $700k 7.6k 92.00
2022-12-31 $674k 7.4k 90.72
2022-09-30 $566k 7.4k 76.01
2022-06-30 $619k 7.3k 84.57
2022-03-31 $652k 7.4k 87.79
2021-12-31 $650k 7.4k 87.52
2021-09-30 $647k 7.9k 81.73
2021-06-30 $752k 8.2k 91.22
2021-03-31 $691k 8.1k 85.46
2020-12-31 $705k 7.5k 94.36
2020-09-30 $282k 3.2k 87.06
2020-06-30 $356k 4.1k 87.28