Novartis shares owned by BDO Wealth Advisors
Historical chart of BDO Wealth Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by BDO Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $620k | 6.1k | 100.92 |
| 2023-03-31 | $558k | 6.1k | 92.01 |
| 2022-12-31 | $591k | 6.5k | 90.72 |
| 2022-09-30 | $469k | 5.5k | 84.61 |
| 2022-06-30 | $469k | 5.5k | 84.61 |
| 2022-03-31 | $499k | 5.7k | 87.67 |
| 2021-12-31 | $522k | 6.0k | 87.48 |
| 2021-09-30 | $537k | 6.6k | 81.76 |
| 2021-06-30 | $659k | 7.2k | 91.21 |
| 2021-03-31 | $356k | 4.2k | 85.49 |
| 2020-12-31 | $476k | 5.0k | 94.39 |
| 2020-09-30 | $435k | 5.0k | 86.91 |
| 2020-06-30 | $437k | 5.0k | 87.26 |
| 2020-03-31 | $402k | 4.9k | 82.55 |
| 2019-12-31 | $362k | 3.8k | 94.74 |
| 2019-09-30 | $314k | 3.6k | 86.88 |
| 2019-06-30 | $348k | 3.8k | 91.36 |
| 2019-03-31 | $285k | 3.0k | 96.06 |
| 2018-12-31 | $194k | 2.3k | 85.61 |
| 2018-09-30 | $127k | 1.5k | 85.87 |
| 2018-06-30 | $104k | 1.4k | 75.42 |
| 2018-03-31 | $102k | 1.3k | 80.63 |
| 2017-12-31 | $73k | 870 | 83.91 |
| 2017-09-30 | $66k | 770 | 85.71 |
| 2017-06-30 | $38k | 450 | 84.44 |