Novartis shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 50k | 128.24 |
| 2025-06-30 | $6.4M | 53k | 121.01 |
| 2025-03-31 | $5.8M | 52k | 111.48 |
| 2024-12-31 | $5.1M | 52k | 97.31 |
| 2024-09-30 | $6.0M | 52k | 115.02 |
| 2024-06-30 | $5.5M | 52k | 106.46 |
| 2024-03-31 | $5.1M | 53k | 96.73 |
| 2023-09-30 | $5.5M | 54k | 101.86 |
| 2023-06-30 | $5.4M | 53k | 100.91 |
| 2023-03-31 | $4.9M | 53k | 92.00 |
| 2022-12-31 | $4.5M | 49k | 90.72 |
| 2022-09-30 | $3.8M | 50k | 76.01 |
| 2022-06-30 | $4.1M | 48k | 84.52 |
| 2022-03-31 | $4.1M | 47k | 87.75 |
More positions owned by Walled Lake Planning & Wealth Management
View all positions for Walled Lake Planning & Wealth Management