Pinnacle Wealth Planning Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
3,788
+1,604
| +73% | +$194K | 0.06% | 212 |
|
|
2025
Q1 | $243K | Buy |
+2,184
| New | +$243K | 0.04% | 306 |
|
|
2024
Q4 | – | Sell |
-3,863
| Closed | -$444K | – | 515 |
|
|
2024
Q3 | $444K | Sell |
3,863
-1,534
| -28% | -$176K | 0.06% | 208 |
|
|
2024
Q2 | $575K | Sell |
5,397
-112
| -2% | -$11.9K | 0.08% | 157 |
|
|
2024
Q1 | $533K | Buy |
5,509
+147
| +3% | +$14.2K | 0.08% | 174 |
|
|
2023
Q4 | $541K | Buy |
5,362
+332
| +7% | +$33.5K | 0.09% | 161 |
|
|
2023
Q3 | $512K | Buy |
5,030
+257
| +5% | +$26.2K | 0.08% | 154 |
|
|
2023
Q2 | $482K | Buy |
4,773
+681
| +17% | +$68.7K | 0.08% | 174 |
|
|
2023
Q1 | $376K | Buy |
4,092
+83
| +2% | +$7.64K | 0.06% | 225 |
|
|
2022
Q4 | $364K | Sell |
4,009
-2,897
| -42% | -$263K | 0.06% | 220 |
|
|
2022
Q3 | $525K | Sell |
6,906
-2,414
| -26% | -$184K | 0.1% | 135 |
|
|
2022
Q2 | $788K | Sell |
9,320
-562
| -6% | -$47.5K | 0.14% | 103 |
|
|
2022
Q1 | $867K | Buy |
9,882
+2,032
| +26% | +$178K | 0.16% | 103 |
|
|
2021
Q4 | $687K | Sell |
7,850
-1,282
| -14% | -$112K | 0.13% | 113 |
|
|
2021
Q3 | $747K | Buy |
9,132
+351
| +4% | +$28.7K | 0.17% | 94 |
|
|
2021
Q2 | $801K | Buy |
8,781
+454
| +5% | +$41.4K | 0.19% | 85 |
|
|
2021
Q1 | $712K | Buy |
8,327
+1,374
| +20% | +$117K | 0.18% | 91 |
|
|
2020
Q4 | $656K | Buy |
6,953
+1,350
| +24% | +$127K | 0.16% | 88 |
|
|
2020
Q3 | $487K | Buy |
5,603
+82
| +1% | +$7.13K | 0.16% | 102 |
|
|
2020
Q2 | $482K | Sell |
5,521
-750
| -12% | -$65.5K | 0.16% | 105 |
|
|
2020
Q1 | $516K | Buy |
6,271
+1,473
| +31% | +$121K | 0.25% | 81 |
|
|
2019
Q4 | $454K | Buy |
4,798
+696
| +17% | +$65.9K | 0.21% | 100 |
|
|
2019
Q3 | $356K | Buy |
4,102
+915
| +29% | +$79.4K | 0.19% | 102 |
|
|
2019
Q2 | $291K | Buy |
3,187
+73
| +2% | +$6.67K | 0.18% | 118 |
|
|
2019
Q1 | $268K | Sell |
3,114
-415
| -12% | -$35.7K | 0.18% | 113 |
|
|
2018
Q4 | $271K | Sell |
3,529
-5,353
| -60% | -$411K | 0.17% | 101 |
|
|
2018
Q3 | $685K | Sell |
8,882
-142
| -2% | -$11K | 0.63% | 42 |
|
|
2018
Q2 | $611K | Buy |
9,024
+528
| +6% | +$35.8K | 0.59% | 50 |
|
|
2018
Q1 | $615K | Buy |
8,496
+6,995
| +466% | +$506K | 0.63% | 48 |
|
|
2017
Q4 | $113K | Buy |
+1,501
| New | +$113K | 0.23% | 80 |
|