Pinnacle Wealth Management Advisory Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
3,862
-250
| -6% | -$30.3K | 0.04% | 228 |
|
|
2025
Q1 | $458K | Buy |
4,112
+49
| +1% | +$5.46K | 0.04% | 220 |
|
|
2024
Q4 | $395K | Hold |
4,063
| – | – | 0.04% | 238 |
|
|
2024
Q3 | $467K | Sell |
4,063
-100
| -2% | -$11.5K | 0.04% | 212 |
|
|
2024
Q2 | $443K | Hold |
4,163
| – | – | 0.05% | 209 |
|
|
2024
Q1 | $403K | Sell |
4,163
-560
| -12% | -$54.2K | 0.04% | 218 |
|
|
2023
Q4 | $477K | Sell |
4,723
-287
| -6% | -$29K | 0.06% | 189 |
|
|
2023
Q3 | $510K | Sell |
5,010
-132
| -3% | -$13.4K | 0.07% | 173 |
|
|
2023
Q2 | $519K | Sell |
5,142
-68
| -1% | -$6.86K | 0.06% | 176 |
|
|
2023
Q1 | $479K | Buy |
5,210
+308
| +6% | +$28.3K | 0.06% | 179 |
|
|
2022
Q4 | $445K | Sell |
4,902
-255
| -5% | -$23.1K | 0.07% | 180 |
|
|
2022
Q3 | $392K | Buy |
5,157
+210
| +4% | +$16K | 0.07% | 182 |
|
|
2022
Q2 | $418K | Hold |
4,947
| – | – | 0.07% | 185 |
|
|
2022
Q1 | $434K | Hold |
4,947
| – | – | 0.06% | 198 |
|
|
2021
Q4 | $433K | Buy |
4,947
+1,638
| +50% | +$143K | 0.07% | 187 |
|
|
2021
Q3 | $271K | Hold |
3,309
| – | – | 0.06% | 189 |
|
|
2021
Q2 | $302K | Hold |
3,309
| – | – | 0.07% | 175 |
|
|
2021
Q1 | $283K | Hold |
3,309
| – | – | 0.08% | 157 |
|
|
2020
Q4 | $312K | Sell |
3,309
-350
| -10% | -$33K | 0.1% | 142 |
|
|
2020
Q3 | $318K | Buy |
3,659
+714
| +24% | +$62.1K | 0.11% | 139 |
|
|
2020
Q2 | $257K | Sell |
2,945
-89
| -3% | -$7.77K | 0.1% | 151 |
|
|
2020
Q1 | $250K | Sell |
3,034
-93
| -3% | -$7.66K | 0.12% | 132 |
|
|
2019
Q4 | $296K | Sell |
3,127
-475
| -13% | -$45K | 0.11% | 150 |
|
|
2019
Q3 | $313K | Hold |
3,602
| – | – | 0.13% | 136 |
|
|
2019
Q2 | $329K | Sell |
3,602
-418
| -10% | -$38.2K | 0.14% | 137 |
|
|
2019
Q1 | $346K | Sell |
4,020
-167
| -4% | -$14.4K | 0.16% | 132 |
|
|
2018
Q4 | $322K | Buy |
4,187
+223
| +6% | +$17.2K | 0.17% | 126 |
|
|
2018
Q3 | $306K | Buy |
3,964
+104
| +3% | +$8.03K | 0.15% | 118 |
|
|
2018
Q2 | $261K | Sell |
3,860
-112
| -3% | -$7.57K | 0.14% | 119 |
|
|
2018
Q1 | $288K | Hold |
3,972
| – | – | 0.16% | 111 |
|
|
2017
Q4 | $299K | Buy |
3,972
+28
| +0.7% | +$2.11K | 0.17% | 114 |
|
|
2017
Q3 | $303K | Buy |
3,944
+530
| +16% | +$40.7K | 0.18% | 115 |
|
|
2017
Q2 | $255K | Buy |
3,414
+49
| +1% | +$3.66K | 0.16% | 124 |
|
|
2017
Q1 | $224K | Hold |
3,365
| – | – | 0.15% | 121 |
|
|
2016
Q4 | $220K | Sell |
3,365
-524
| -13% | -$34.3K | 0.16% | 117 |
|
|
2016
Q3 | $275K | Buy |
3,889
+524
| +16% | +$37.1K | 0.21% | 102 |
|
|
2016
Q2 | $249K | Buy |
3,365
+140
| +4% | +$10.4K | 0.2% | 102 |
|
|
2016
Q1 | $209K | Hold |
3,225
| – | – | 0.19% | 106 |
|
|
2015
Q4 | $249K | Buy |
3,225
+56
| +2% | +$4.32K | 0.23% | 93 |
|
|
2015
Q3 | $261K | Hold |
3,169
| – | – | 0.25% | 78 |
|
|
2015
Q2 | $279K | Hold |
3,169
| – | – | 0.26% | 84 |
|
|
2015
Q1 | $280K | Hold |
3,169
| – | – | 0.25% | 88 |
|
|
2014
Q4 | $263K | Buy |
+3,169
| New | +$263K | 0.24% | 89 |
|