Pinnacle Financial Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $411K | Sell |
3,740
-1,083
| -22% | -$119K | 0.01% | 348 |
|
2024
Q4 | $476K | Buy |
4,823
+198
| +4% | +$19.6K | 0.01% | 328 |
|
2024
Q3 | $532K | Buy |
4,625
+46
| +1% | +$5.29K | 0.01% | 320 |
|
2024
Q2 | $484K | Sell |
4,579
-527
| -10% | -$55.7K | 0.01% | 326 |
|
2024
Q1 | $494K | Sell |
5,106
-157
| -3% | -$15.2K | 0.01% | 324 |
|
2023
Q4 | $531K | Buy |
5,263
+676
| +15% | +$68.3K | 0.01% | 306 |
|
2023
Q3 | $467K | Sell |
4,587
-175
| -4% | -$17.8K | 0.01% | 305 |
|
2023
Q2 | $481K | Buy |
4,762
+117
| +3% | +$11.8K | 0.01% | 297 |
|
2023
Q1 | $427K | Buy |
4,645
+1,143
| +33% | +$105K | 0.01% | 308 |
|
2022
Q4 | $318K | Sell |
3,502
-272
| -7% | -$24.7K | 0.01% | 325 |
|
2022
Q3 | $286K | Buy |
+3,774
| New | +$286K | 0.01% | 316 |
|
2022
Q1 | – | Sell |
-4,084
| Closed | -$357K | – | 469 |
|
2021
Q4 | $357K | Buy |
4,084
+1,399
| +52% | +$122K | 0.01% | 323 |
|
2021
Q3 | $220K | Buy |
+2,685
| New | +$220K | 0.01% | 365 |
|
2021
Q1 | – | Sell |
-2,754
| Closed | -$260K | – | 453 |
|
2020
Q4 | $260K | Buy |
2,754
+213
| +8% | +$20.1K | 0.01% | 321 |
|
2020
Q3 | $221K | Sell |
2,541
-414
| -14% | -$36K | 0.01% | 319 |
|
2020
Q2 | $258K | Buy |
2,955
+26
| +0.9% | +$2.27K | 0.01% | 292 |
|
2020
Q1 | $242K | Sell |
2,929
-18
| -0.6% | -$1.49K | 0.02% | 292 |
|
2019
Q4 | $279K | Sell |
2,947
-167
| -5% | -$15.8K | 0.02% | 314 |
|
2019
Q3 | $270K | Buy |
3,114
+123
| +4% | +$10.7K | 0.02% | 299 |
|
2019
Q2 | $273K | Sell |
2,991
-127
| -4% | -$11.6K | 0.02% | 296 |
|
2019
Q1 | $268K | Sell |
3,118
-343
| -10% | -$29.5K | 0.02% | 292 |
|
2018
Q4 | $266K | Buy |
3,461
+392
| +13% | +$30.1K | 0.03% | 278 |
|
2018
Q3 | $237K | Buy |
+3,069
| New | +$237K | 0.02% | 306 |
|
2018
Q2 | – | Sell |
-2,828
| Closed | -$205K | – | 422 |
|
2018
Q1 | $205K | Sell |
2,828
-1,278
| -31% | -$92.6K | 0.02% | 306 |
|
2017
Q4 | $309K | Sell |
4,106
-648
| -14% | -$48.8K | 0.03% | 251 |
|
2017
Q3 | $366K | Sell |
4,754
-384
| -7% | -$29.6K | 0.05% | 211 |
|
2017
Q2 | $385K | Sell |
5,138
-217
| -4% | -$16.3K | 0.05% | 215 |
|
2017
Q1 | $356K | Sell |
5,355
-306
| -5% | -$20.3K | 0.07% | 195 |
|
2016
Q4 | $370K | Buy |
5,661
+2
| +0% | +$131 | 0.08% | 188 |
|
2016
Q3 | $414K | Hold |
5,659
| – | – | 0.09% | 183 |
|
2016
Q2 | $414K | Sell |
5,659
-837
| -13% | -$61.2K | 0.1% | 177 |
|
2016
Q1 | $422K | Buy |
6,496
+772
| +13% | +$50.2K | 0.11% | 169 |
|
2015
Q4 | $441K | Buy |
5,724
+2,393
| +72% | +$184K | 0.14% | 162 |
|
2015
Q3 | $272K | Buy |
+3,331
| New | +$272K | 0.09% | 178 |
|