PWAM
Pinnacle West Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
4,230
| – | – | 0.35% | 73 |
|
|
2025
Q1 | $472K | Buy |
4,230
+75
| +2% | +$8.37K | 0.34% | 77 |
|
|
2024
Q4 | $404K | Buy |
4,155
+25
| +0.6% | +$2.43K | 0.29% | 80 |
|
|
2024
Q3 | $475K | Buy |
4,130
+30
| +0.7% | +$3.45K | 0.34% | 77 |
|
|
2024
Q2 | $436K | Hold |
4,100
| – | – | 0.34% | 75 |
|
|
2024
Q1 | $397K | Buy |
4,100
+20
| +0.5% | +$1.94K | 0.32% | 77 |
|
|
2023
Q4 | $412K | Buy |
4,080
+180
| +5% | +$18.2K | 0.35% | 74 |
|
|
2023
Q3 | $397K | Buy |
3,900
+625
| +19% | +$63.6K | 0.39% | 71 |
|
|
2023
Q2 | $330K | Sell |
3,275
-125
| -4% | -$12.6K | 0.32% | 82 |
|
|
2023
Q1 | $313K | Buy |
+3,400
| New | +$313K | 0.33% | 84 |
|