NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,121 Value ($000) $430 Avg Close Range
Q3 2025
Shares 3,121 Value ($000) $411 Avg Close Range
Q2 2025
Shares 3,085 Value ($000) $373 Avg Close Range
Q1 2025
Shares 2,960 Value ($000) $330 Avg Close Range
Q4 2024
Shares 3,038 Value ($000) $320 Avg Close Range
Q3 2024
Shares 3,038 Value ($000) $349 Avg Close Range
Q2 2024
Shares 3,038 Value ($000) $323 Avg Close Range
Q1 2024
Shares 3,038 Value ($000) $294 Avg Close Range
Q3 2020
Shares 2,960 Value ($000) $236 Avg Close Range
Q2 2020
Shares 2,745 Value ($000) $242 Avg Close Range
Q1 2020
Shares 2,745 Value ($000) $235 Avg Close Range
Q4 2019
Shares 2,810 Value ($000) $263 Avg Close Range
Q3 2019
Shares 2,905 Value ($000) $252 Avg Close Range
Q2 2019
Shares 2,905 Value ($000) $265 Avg Close Range
Q1 2019
Shares 3,270 Value ($000) $311 Avg Close Range
Q4 2018
Shares 3,190 Value ($000) $274 Avg Close Range
Q3 2018
Shares 3,026 Value ($000) $251 Avg Close Range