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Novartis shares owned by West Branch Capital

Quarter-by-quarter ownership of Novartis (NVS) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Novartis

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All positions including Novartis held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 200 115.02
2024-06-30 $21k 200 106.46
2024-03-31 $19k 200 96.73
2023-12-31 $20k 200 100.97
2023-09-30 $20k 200 101.86
2023-06-30 $20k 200 100.91
2023-03-31 $18k 200 92.00
2022-12-31 $18k 200 90.72
2022-09-30 $15k 200 75.00
2022-06-30 $17k 200 85.00
2022-03-31 $18k 200 90.00
2021-12-31 $13k 150 86.67
2021-09-30 $5.0k 60 83.33
2021-06-30 $5.0k 60 83.33