Novartis shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Williams Jones 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 Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 11k | 115.02 |
| 2024-06-30 | $1.2M | 11k | 106.46 |
| 2024-03-31 | $1.1M | 12k | 96.73 |
| 2023-09-30 | $1.3M | 12k | 101.86 |
| 2023-06-30 | $1.2M | 12k | 100.91 |
| 2023-03-31 | $1.1M | 12k | 92.00 |
| 2022-12-31 | $1.1M | 12k | 90.72 |
| 2022-09-30 | $976k | 13k | 76.00 |
| 2022-06-30 | $1.1M | 13k | 84.50 |
| 2022-03-31 | $790k | 9.0k | 87.72 |
| 2021-12-31 | $615k | 7.0k | 87.52 |
| 2021-09-30 | $552k | 6.7k | 81.81 |
| 2021-06-30 | $620k | 6.8k | 91.31 |
| 2021-03-31 | $540k | 6.3k | 85.55 |
| 2020-12-31 | $643k | 6.8k | 94.39 |
| 2020-09-30 | $594k | 6.8k | 86.97 |
| 2020-06-30 | $607k | 7.0k | 87.28 |
| 2020-03-31 | $554k | 6.7k | 82.42 |
| 2019-12-31 | $596k | 6.3k | 94.62 |
| 2019-09-30 | $670k | 7.7k | 86.93 |
More positions owned by Williams Jones Wealth Management
View all positions for Williams Jones Wealth Management