Novartis shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 53k | 96.73 |
| 2023-09-30 | $5.5M | 54k | 101.86 |
| 2023-06-30 | $5.4M | 53k | 100.91 |
| 2023-03-31 | $4.9M | 53k | 92.00 |
| 2022-12-31 | $4.5M | 49k | 90.72 |
| 2022-09-30 | $3.8M | 50k | 76.01 |
| 2022-06-30 | $4.1M | 48k | 84.52 |
| 2022-03-31 | $4.1M | 47k | 87.75 |
More positions owned by Walled Lake Planning & Wealth Management
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