Novartis shares owned by HHM Wealth Advisors
Historical chart of HHM Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $186k | 1.5k | 128.24 |
| 2025-06-30 | $176k | 1.5k | 121.01 |
| 2025-03-31 | $167k | 1.5k | 111.48 |
| 2024-12-31 | $146k | 1.5k | 97.31 |
| 2024-09-30 | $58k | 502 | 115.02 |
| 2024-06-30 | $59k | 550 | 106.46 |
| 2024-03-31 | $79k | 819 | 96.73 |
| 2023-09-30 | $132k | 1.3k | 101.86 |
| 2023-06-30 | $132k | 1.3k | 100.91 |
| 2023-03-31 | $123k | 1.3k | 92.00 |
| 2022-12-31 | $120k | 1.3k | 90.72 |
| 2022-09-30 | $103k | 1.4k | 75.96 |
| 2022-06-30 | $132k | 1.6k | 84.83 |
| 2022-03-31 | $101k | 1.1k | 88.06 |
| 2021-12-31 | $100k | 1.1k | 87.18 |
| 2021-09-30 | $94k | 1.1k | 81.95 |
| 2021-06-30 | $105k | 1.1k | 91.54 |
| 2021-03-31 | $98k | 1.1k | 85.44 |
| 2020-12-31 | $108k | 1.1k | 94.16 |
| 2020-09-30 | $100k | 1.1k | 87.18 |
| 2020-06-30 | $100k | 1.1k | 87.18 |
| 2020-03-31 | $95k | 1.1k | 82.82 |