Novartis shares owned by BSW Wealth Partners
Historical chart of BSW Wealth Partners investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 3.0k | 128.23 |
| 2025-06-30 | $422k | 3.5k | 121.00 |
| 2025-03-31 | $401k | 3.6k | 111.49 |
| 2024-12-31 | $698k | 7.2k | 97.31 |
| 2024-09-30 | $889k | 7.7k | 115.02 |
| 2024-06-30 | $755k | 7.1k | 106.45 |
| 2024-03-31 | $733k | 7.6k | 96.72 |
| 2023-12-31 | $845k | 8.4k | 100.96 |
| 2023-09-30 | $704k | 6.9k | 101.85 |
| 2023-06-30 | $710k | 7.0k | 100.90 |
| 2023-03-31 | $659k | 7.2k | 92.00 |
| 2022-12-31 | $815k | 9.0k | 90.76 |
| 2022-09-30 | $589k | 7.7k | 76.05 |
| 2022-06-30 | $721k | 8.5k | 84.56 |
| 2022-03-31 | $733k | 8.4k | 87.74 |
| 2021-12-31 | $502k | 5.7k | 87.50 |
| 2021-09-30 | $602k | 7.4k | 81.78 |
| 2021-06-30 | $306k | 3.4k | 91.32 |
| 2017-09-30 | $219k | 2.6k | 85.75 |
| 2017-06-30 | $201k | 2.4k | 83.54 |
| 2015-09-30 | $240k | 2.6k | 92.02 |