BKD Wealth Advisors »

Novartis shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $299k 2.8k 106.46
2024-03-31 $253k 2.6k 96.73
2023-12-31 $382k 3.8k 100.97
2023-09-30 $440k 4.3k 101.86
2023-06-30 $725k 7.2k 100.91
2023-03-31 $421k 4.6k 92.00
2022-12-31 $470k 5.2k 90.72
2022-09-30 $419k 5.5k 75.91
2022-06-30 $504k 6.0k 84.46
2022-03-31 $457k 5.2k 87.77
2021-12-31 $330k 3.8k 87.42
2021-09-30 $276k 3.4k 81.87
2021-06-30 $233k 2.6k 91.27
2021-03-31 $310k 3.6k 85.38
2020-12-31 $345k 3.7k 94.52
2020-09-30 $229k 2.6k 86.87
2020-06-30 $235k 2.7k 87.49
2020-03-31 $206k 2.5k 82.33