Novartis shares owned by BKD Wealth Advisors
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 csvQuarterly reported holdings in Novartis by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $266k | 1.9k | 137.87 |
| 2025-09-30 | $269k | 2.1k | 128.24 |
| 2025-06-30 | $318k | 2.6k | 121.01 |
| 2025-03-31 | $326k | 2.9k | 111.48 |
| 2024-12-31 | $266k | 2.7k | 97.31 |
| 2024-09-30 | $320k | 2.8k | 115.02 |
| 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 |