Novartis shares owned by WCG Wealth Advisors
Historical chart of WCG Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 17k | 128.24 |
| 2025-06-30 | $2.3M | 19k | 121.01 |
| 2025-03-31 | $2.1M | 18k | 111.48 |
| 2024-12-31 | $2.0M | 20k | 97.33 |
| 2024-09-30 | $2.2M | 19k | 115.03 |
| 2024-06-30 | $2.1M | 19k | 106.46 |
| 2024-03-31 | $1.9M | 19k | 96.75 |
| 2023-12-31 | $2.8M | 27k | 100.98 |
| 2023-09-30 | $3.5M | 34k | 102.92 |
| 2023-06-30 | $3.0M | 30k | 100.91 |
| 2023-03-31 | $2.4M | 27k | 92.02 |
| 2022-12-31 | $2.2M | 25k | 90.72 |
| 2022-09-30 | $1.8M | 24k | 76.09 |
| 2022-06-30 | $1.9M | 23k | 84.55 |