Pinnacle Wealth Management Advisory Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489K | Sell |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $395K | Hold |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $434K | Hold |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q2 | $257K | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $329K | Sell |
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|
2019
Q1 | $346K | Sell |
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|
2018
Q4 | $322K | Buy |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $303K | Buy |
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|
2017
Q2 | $255K | Buy |
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|
2017
Q1 | $224K | Hold |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $275K | Buy |
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|
2016
Q2 | $249K | Buy |
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|
2016
Q1 | $209K | Hold |
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|
2015
Q4 | $249K | Buy |
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|
2015
Q3 | $261K | Hold |
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|
2015
Q2 | $279K | Hold |
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|
2015
Q1 | $280K | Hold |
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|
2014
Q4 | $263K | Buy |
|