Novartis shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $342k | 2.8k | 121.01 |
| 2025-03-31 | $315k | 2.8k | 111.48 |
| 2024-12-31 | $265k | 2.7k | 97.31 |
| 2024-09-30 | $313k | 2.7k | 115.02 |
| 2024-06-30 | $297k | 2.8k | 106.46 |
| 2024-03-31 | $282k | 2.9k | 96.73 |
| 2023-12-31 | $319k | 3.2k | 100.97 |
| 2023-09-30 | $320k | 3.1k | 101.86 |
| 2023-06-30 | $321k | 3.2k | 100.91 |
| 2023-03-31 | $302k | 3.3k | 92.00 |
| 2022-12-31 | $298k | 3.3k | 90.72 |
| 2022-09-30 | $256k | 3.4k | 75.99 |
| 2022-06-30 | $271k | 3.2k | 84.53 |
| 2022-03-31 | $361k | 4.1k | 87.66 |
| 2021-12-31 | $332k | 3.8k | 87.58 |
| 2021-09-30 | $323k | 3.9k | 81.83 |
| 2021-06-30 | $336k | 3.7k | 91.33 |
| 2021-03-31 | $299k | 3.5k | 85.43 |
| 2020-12-31 | $326k | 3.5k | 94.30 |
| 2020-09-30 | $306k | 3.5k | 87.08 |
| 2020-06-30 | $334k | 3.8k | 87.37 |
| 2020-03-31 | $262k | 3.2k | 82.39 |
| 2019-12-31 | $223k | 2.4k | 94.53 |
| 2019-09-30 | $205k | 2.4k | 86.90 |
| 2019-06-30 | $209k | 2.4k | 88.60 |
| 2019-03-31 | $217k | 2.3k | 96.06 |
More positions owned by Keudell/Morrison Wealth Management
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