Pinnacle Bancorp’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
3,378
-237
| -7% | -$28.7K | 0.13% | 143 |
|
|
2025
Q1 | $403K | Sell |
3,615
-97
| -3% | -$10.8K | 0.13% | 136 |
|
|
2024
Q4 | $361K | Sell |
3,712
-25
| -0.7% | -$2.43K | 0.12% | 147 |
|
|
2024
Q3 | $430K | Hold |
3,737
| – | – | 0.11% | 122 |
|
|
2024
Q2 | $398K | Buy |
3,737
+40
| +1% | +$4.26K | 0.12% | 118 |
|
|
2024
Q1 | $358K | Buy |
3,697
+56
| +2% | +$5.42K | 0.11% | 132 |
|
|
2023
Q4 | $368K | Buy |
3,641
+98
| +3% | +$9.9K | 0.12% | 118 |
|
|
2023
Q3 | $361K | Sell |
3,543
-49
| -1% | -$4.99K | 0.13% | 115 |
|
|
2023
Q2 | $362K | Sell |
3,592
-86
| -2% | -$8.68K | 0.12% | 119 |
|
|
2023
Q1 | $338K | Buy |
3,678
+14
| +0.4% | +$1.29K | 0.12% | 127 |
|
|
2022
Q4 | $332K | Buy |
3,664
+166
| +5% | +$15K | 0.13% | 125 |
|
|
2022
Q3 | $266K | Sell |
3,498
-174
| -5% | -$13.2K | 0.11% | 130 |
|
|
2022
Q2 | $310K | Hold |
3,672
| – | – | 0.13% | 115 |
|
|
2022
Q1 | $322K | Sell |
3,672
-175
| -5% | -$15.3K | 0.11% | 124 |
|
|
2021
Q4 | $336K | Sell |
3,847
-33
| -0.9% | -$2.88K | 0.12% | 126 |
|
|
2021
Q3 | $317K | Buy |
3,880
+114
| +3% | +$9.31K | 0.13% | 128 |
|
|
2021
Q2 | $344K | Buy |
3,766
+13
| +0.3% | +$1.19K | 0.16% | 111 |
|
|
2021
Q1 | $321K | Buy |
3,753
+359
| +11% | +$30.7K | 0.16% | 114 |
|
|
2020
Q4 | $320K | Hold |
3,394
| – | – | 0.2% | 105 |
|
|
2020
Q3 | $295K | Sell |
3,394
-199
| -6% | -$17.3K | 0.21% | 100 |
|
|
2020
Q2 | $314K | Hold |
3,593
| – | – | 0.23% | 97 |
|
|
2020
Q1 | $296K | Buy |
3,593
+338
| +10% | +$27.8K | 0.25% | 88 |
|
|
2019
Q4 | $308K | Sell |
3,255
-94
| -3% | -$8.9K | 0.21% | 99 |
|
|
2019
Q3 | $291K | Buy |
3,349
+44
| +1% | +$3.82K | 0.17% | 91 |
|
|
2019
Q2 | $302K | Sell |
3,305
-589
| -15% | -$53.8K | 0.17% | 90 |
|
|
2019
Q1 | $335K | Hold |
3,894
| – | – | 0.19% | 80 |
|
|
2018
Q4 | $299K | Buy |
+3,894
| New | +$299K | 0.18% | 81 |
|
|
2017
Q1 | $279K | Buy |
+4,192
| New | +$279K | 0.2% | 77 |
|