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Novartis shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Novartis

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

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Quarterly reported holdings in Novartis by Summit Financial

Quarter filed Position value Share count Share price at filing
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