Novartis shares owned by Summit Financial
Historical chart of Summit Financial investment in Novartis
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Quarterly reported holdings in Novartis by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $354k | 3.7k | 96.73 |
| 2023-12-31 | $369k | 3.7k | 100.97 |
| 2023-09-30 | $372k | 3.7k | 101.86 |
| 2023-06-30 | $373k | 3.7k | 100.91 |
| 2023-03-31 | $340k | 3.7k | 92.00 |
| 2022-12-31 | $335k | 3.7k | 90.69 |
| 2022-09-30 | $281k | 3.7k | 76.07 |
| 2022-06-30 | $312k | 3.7k | 84.46 |
| 2022-03-31 | $324k | 3.7k | 87.71 |
| 2021-12-31 | $330k | 3.8k | 87.56 |
| 2021-09-30 | $308k | 3.8k | 81.72 |
| 2021-06-30 | $344k | 3.8k | 91.27 |
| 2021-03-31 | $322k | 3.8k | 85.43 |
| 2020-12-31 | $357k | 3.8k | 94.52 |
| 2020-09-30 | $328k | 3.8k | 86.84 |
| 2020-06-30 | $334k | 3.8k | 87.30 |
| 2020-03-31 | $315k | 3.8k | 82.33 |
| 2019-12-31 | $362k | 3.8k | 94.62 |
| 2019-09-30 | $332k | 3.8k | 86.77 |
| 2019-06-30 | $404k | 4.4k | 91.28 |
| 2019-03-31 | $426k | 4.4k | 96.25 |
| 2018-12-31 | $380k | 4.4k | 85.86 |
| 2018-09-30 | $381k | 4.4k | 86.08 |
| 2018-06-30 | $334k | 4.4k | 75.46 |
| 2018-03-31 | $358k | 4.4k | 80.89 |