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Novartis shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Novartis

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All positions including Novartis held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
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