Novartis shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $498k | 4.9k | 100.98 |
| 2023-09-30 | $567k | 5.6k | 101.87 |
| 2023-06-30 | $567k | 5.6k | 100.92 |
| 2023-03-31 | $861k | 9.4k | 92.00 |
| 2022-12-31 | $854k | 9.4k | 90.72 |
| 2022-09-30 | $331k | 4.4k | 75.92 |
| 2022-06-30 | $567k | 6.7k | 84.58 |
| 2022-03-31 | $690k | 7.9k | 87.80 |
| 2021-12-31 | $715k | 8.2k | 87.53 |
| 2021-09-30 | $647k | 7.9k | 81.83 |
| 2021-06-30 | $717k | 7.9k | 91.26 |
| 2021-03-31 | $801k | 9.4k | 85.47 |
| 2020-12-31 | $918k | 9.7k | 94.43 |
| 2020-09-30 | $848k | 9.7k | 87.01 |
| 2020-06-30 | $902k | 10k | 87.34 |
| 2020-03-31 | $750k | 9.1k | 82.48 |
| 2019-12-31 | $724k | 7.6k | 94.65 |
| 2019-09-30 | $230k | 2.6k | 86.89 |
| 2019-06-30 | $267k | 2.9k | 91.16 |
| 2018-03-31 | $239k | 3.2k | 74.18 |
| 2017-12-31 | $238k | 2.8k | 83.95 |
| 2017-09-30 | $228k | 2.7k | 85.84 |
| 2017-06-30 | $242k | 2.9k | 83.39 |
| 2017-03-31 | $239k | 3.2k | 74.18 |
| 2016-12-31 | $202k | 2.8k | 72.90 |
| 2016-09-30 | $227k | 2.9k | 79.12 |
| 2016-06-30 | $240k | 2.9k | 82.56 |
| 2016-03-31 | $208k | 2.9k | 72.50 |