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Novartis shares owned by Oakworth Capital

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Novartis

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All positions including Novartis held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $368k 3.8k 96.73
2023-12-31 $385k 3.8k 100.97
2023-09-30 $388k 3.8k 101.86
2023-06-30 $392k 3.9k 100.91
2023-03-31 $362k 3.9k 92.00
2022-12-31 $378k 4.2k 90.72
2022-09-30 $316k 4.2k 75.94
2022-06-30 $357k 4.2k 84.58
2022-03-31 $370k 4.2k 87.66
2021-12-31 $395k 4.5k 87.37
2021-09-30 $370k 4.5k 81.84
2021-06-30 $412k 4.5k 91.13
2021-03-31 $386k 4.5k 85.38
2020-12-31 $429k 4.5k 94.41
2020-09-30 $404k 4.6k 86.90
2020-06-30 $397k 4.5k 87.37
2020-03-31 $392k 4.8k 82.47
2019-12-31 $449k 4.8k 94.47
2019-09-30 $430k 4.9k 86.90
2019-06-30 $489k 5.4k 91.38
2019-03-31 $514k 5.3k 96.22
2018-12-31 $458k 5.3k 85.74
2018-09-30 $460k 5.3k 86.11
2018-06-30 $449k 5.9k 75.53
2018-03-31 $456k 5.9k 76.70
2017-12-31 $510k 5.9k 85.79
2017-09-30 $501k 5.9k 84.27
2017-06-30 $496k 5.9k 83.43
2017-03-31 $442k 5.9k 74.35
2016-12-31 $497k 7.2k 68.76
2016-09-30 $545k 6.9k 78.89
2016-06-30 $549k 6.9k 79.47
2016-03-31 $491k 6.8k 72.46
2015-12-31 $583k 6.8k 86.04
2015-09-30 $586k 6.4k 91.91
2015-06-30 $575k 6.4k 90.51
2015-03-31 $802k 7.9k 101.83
2014-12-31 $730k 7.9k 92.69
2014-09-30 $571k 6.4k 89.88
2014-06-30 $575k 6.4k 90.51
2014-03-31 $540k 6.4k 85.00
2013-12-31 $254k 3.2k 80.43