Novartis shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 127k | 115.02 |
| 2024-06-30 | $14M | 132k | 106.46 |
| 2024-03-31 | $14M | 141k | 96.73 |
| 2023-09-30 | $15M | 150k | 101.86 |
| 2023-06-30 | $16M | 156k | 100.91 |
| 2023-03-31 | $16M | 169k | 92.00 |
| 2022-12-31 | $16M | 176k | 90.72 |
| 2022-09-30 | $14M | 178k | 76.01 |
| 2022-06-30 | $13M | 158k | 84.53 |
| 2022-03-31 | $14M | 160k | 87.75 |
| 2021-12-31 | $16M | 181k | 87.47 |
| 2021-09-30 | $23M | 286k | 81.78 |
| 2021-06-30 | $19M | 206k | 91.24 |
| 2021-03-31 | $19M | 222k | 85.48 |
| 2020-12-31 | $19M | 200k | 94.43 |
| 2020-09-30 | $20M | 232k | 86.96 |
| 2020-06-30 | $19M | 222k | 87.34 |
| 2020-03-31 | $18M | 218k | 82.45 |
| 2019-12-31 | $20M | 209k | 94.69 |
| 2019-09-30 | $16M | 188k | 86.90 |
| 2019-06-30 | $15M | 161k | 91.31 |
| 2019-03-31 | $16M | 162k | 96.14 |
| 2018-12-31 | $17M | 198k | 85.81 |
| 2018-09-30 | $17M | 201k | 86.16 |
| 2018-06-30 | $15M | 204k | 75.54 |
| 2018-03-31 | $16M | 196k | 80.85 |
| 2017-12-31 | $17M | 196k | 83.96 |
| 2017-09-30 | $15M | 176k | 85.85 |
| 2017-06-30 | $15M | 175k | 83.47 |
| 2017-03-31 | $14M | 189k | 72.74 |
| 2016-12-31 | $13M | 178k | 72.84 |
| 2016-09-30 | $14M | 197k | 71.02 |
| 2016-06-30 | $13M | 160k | 82.51 |
| 2016-03-31 | $9.2M | 128k | 72.44 |
| 2015-12-31 | $9.3M | 114k | 81.64 |
| 2015-09-30 | $11M | 117k | 91.92 |
| 2015-06-30 | $11M | 107k | 103.05 |
| 2015-03-31 | $10M | 100k | 103.31 |
| 2014-12-31 | $9.1M | 95k | 96.12 |
| 2014-09-30 | $9.0M | 96k | 94.13 |
| 2014-06-30 | $8.5M | 94k | 90.07 |
| 2014-03-31 | $7.5M | 89k | 84.41 |
| 2013-12-31 | $8.9M | 110k | 80.79 |
| 2013-09-30 | $2.1M | 27k | 76.99 |
| 2013-06-30 | $1.6M | 21k | 73.80 |
| 2013-03-31 | $1.5M | 20k | 73.78 |