Pinnacle West Asset Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$512K Hold
2025
Q1
$472K Buy
2024
Q4
$404K Buy
2024
Q3
$475K Buy
2024
Q2
$436K Hold
2024
Q1
$397K Buy
2023
Q4
$412K Buy
2023
Q3
$397K Buy
2023
Q2
$330K Sell
2023
Q1
$313K Buy