Pinnacle Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Sell |
58,075
-626
| -1% | -$75.8K | 0.1% | 192 |
|
|
2025
Q1 | $6.54M | Sell |
58,701
-19
| -0% | -$2.12K | 0.1% | 205 |
|
|
2024
Q4 | $5.71M | Sell |
58,720
-2,280
| -4% | -$222K | 0.08% | 225 |
|
|
2024
Q3 | $6.16M | Buy |
61,000
+2,050
| +3% | +$207K | 0.1% | 209 |
|
|
2024
Q2 | $6.28M | Sell |
58,950
-1,142
| -2% | -$122K | 0.1% | 214 |
|
|
2024
Q1 | $5.81M | Sell |
60,092
-908
| -1% | -$87.8K | 0.09% | 225 |
|
|
2023
Q4 | $6.16M | Sell |
61,000
-220
| -0.4% | -$22.2K | 0.1% | 212 |
|
|
2023
Q3 | $6.24M | Sell |
61,220
-1,285
| -2% | -$131K | 0.12% | 196 |
|
|
2023
Q2 | $6.31M | Sell |
62,505
-1,266
| -2% | -$128K | 0.11% | 204 |
|
|
2023
Q1 | $5.87M | Sell |
63,771
-829
| -1% | -$76.3K | 0.12% | 189 |
|
|
2022
Q4 | $5.86M | Buy |
64,600
+540
| +0.8% | +$49K | 0.13% | 184 |
|
|
2022
Q3 | $4.87M | Sell |
64,060
-1,665
| -3% | -$127K | 0.11% | 201 |
|
|
2022
Q2 | $5.56M | Sell |
65,725
-583
| -0.9% | -$49.3K | 0.12% | 196 |
|
|
2022
Q1 | $5.82M | Sell |
66,308
-273
| -0.4% | -$24K | 0.1% | 210 |
|
|
2021
Q4 | $5.82M | Sell |
66,581
-7,179
| -10% | -$628K | 0.1% | 209 |
|
|
2021
Q3 | $6.03M | Sell |
73,760
-1,245
| -2% | -$102K | 0.11% | 202 |
|
|
2021
Q2 | $6.84M | Sell |
75,005
-725
| -1% | -$66.1K | 0.12% | 176 |
|
|
2021
Q1 | $6.47M | Sell |
75,730
-1,572
| -2% | -$134K | 0.12% | 180 |
|
|
2020
Q4 | $7.3M | Buy |
77,302
+148
| +0.2% | +$14K | 0.15% | 156 |
|
|
2020
Q3 | $6.71M | Buy |
77,154
+589
| +0.8% | +$51.2K | 0.16% | 152 |
|
|
2020
Q2 | $6.69M | Sell |
76,565
-1,229
| -2% | -$107K | 0.16% | 148 |
|
|
2020
Q1 | $6.41M | Sell |
77,794
-391
| -0.5% | -$32.2K | 0.19% | 129 |
|
|
2019
Q4 | $7.4M | Buy |
78,185
+424
| +0.5% | +$40.1K | 0.16% | 156 |
|
|
2019
Q3 | $6.76M | Buy |
77,761
+236
| +0.3% | +$20.5K | 0.16% | 159 |
|
|
2019
Q2 | $7.08M | Sell |
77,525
-8,731
| -10% | -$797K | 0.17% | 162 |
|
|
2019
Q1 | $7.43M | Sell |
86,256
-3,890
| -4% | -$335K | 0.17% | 160 |
|
|
2018
Q4 | $6.93M | Sell |
90,146
-902
| -1% | -$69.4K | 0.18% | 149 |
|
|
2018
Q3 | $7.03M | Sell |
91,048
-294
| -0.3% | -$22.7K | 0.15% | 171 |
|
|
2018
Q2 | $6.18M | Sell |
91,342
-19,213
| -17% | -$1.3M | 0.13% | 189 |
|
|
2018
Q1 | $8.01M | Sell |
110,555
-4,998
| -4% | -$362K | 0.16% | 160 |
|
|
2017
Q4 | $8.69M | Sell |
115,553
-1,993
| -2% | -$150K | 0.17% | 152 |
|
|
2017
Q3 | $9.04M | Buy |
117,546
+4,607
| +4% | +$354K | 0.17% | 149 |
|
|
2017
Q2 | $8.45M | Buy |
112,939
+25,988
| +30% | +$1.94M | 0.16% | 149 |
|
|
2017
Q1 | $5.79M | Buy |
86,951
+1,942
| +2% | +$129K | 0.11% | 187 |
|
|
2016
Q4 | $5.55M | Sell |
85,009
-2,455
| -3% | -$160K | 0.11% | 183 |
|
|
2016
Q3 | $6.19M | Buy |
87,464
+591
| +0.7% | +$41.8K | 0.12% | 167 |
|
|
2016
Q2 | $6.42M | Buy |
86,873
+98
| +0.1% | +$7.25K | 0.14% | 161 |
|
|
2016
Q1 | $5.63M | Sell |
86,775
-283
| -0.3% | -$18.4K | 0.12% | 181 |
|
|
2015
Q4 | $6.71M | Sell |
87,058
-3,527
| -4% | -$272K | 0.14% | 157 |
|
|
2015
Q3 | $7.46M | Sell |
90,585
-2,449
| -3% | -$202K | 0.17% | 142 |
|
|
2015
Q2 | $8.2M | Buy |
93,034
+541
| +0.6% | +$47.7K | 0.15% | 142 |
|
|
2015
Q1 | $8.17M | Buy |
92,493
+2,778
| +3% | +$245K | 0.15% | 149 |
|
|
2014
Q4 | $7.45M | Sell |
89,715
-245
| -0.3% | -$20.3K | 0.15% | 160 |
|
|
2014
Q3 | $7.59M | Buy |
89,960
+1,306
| +1% | +$110K | 0.15% | 150 |
|
|
2014
Q2 | $7.19M | Sell |
88,654
-2,366
| -3% | -$192K | 0.14% | 151 |
|
|
2014
Q1 | $6.93M | Buy |
91,020
+1,769
| +2% | +$135K | 0.14% | 153 |
|
|
2013
Q4 | $6.43M | Sell |
89,251
-433
| -0.5% | -$31.2K | 0.13% | 162 |
|
|
2013
Q3 | $6.17M | Buy |
89,684
+2,517
| +3% | +$173K | 0.13% | 154 |
|
|
2013
Q2 | $5.52M | Buy |
+87,167
| New | +$5.52M | 0.12% | 167 |
|