Novartis shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $323k | 3.0k | 106.46 |
| 2024-03-31 | $294k | 3.0k | 96.73 |
| 2020-09-30 | $236k | 3.0k | 79.73 |
| 2020-06-30 | $242k | 2.7k | 88.16 |
| 2020-03-31 | $235k | 2.7k | 85.61 |
| 2019-12-31 | $263k | 2.8k | 93.59 |
| 2019-09-30 | $252k | 2.9k | 86.75 |
| 2019-06-30 | $265k | 2.9k | 91.22 |
| 2019-03-31 | $311k | 3.3k | 95.11 |
| 2018-12-31 | $274k | 3.2k | 85.89 |
| 2018-09-30 | $251k | 3.0k | 82.95 |
More positions owned by Summit Financial Wealth Advisors
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