Pinnacle Wealth Management Advisory Group, LLC Novartis Ag Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q1 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Novartis Ag stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 4,112 shares of NVS stock, worth $460,009. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,112

Previous 4,063 1.21%

Holding current value

$460,009

Previous $395,000 15.95%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$97.14 - $115.57 $4,759 - $5,662	49 Added 1.21%	4,112 $458,000
Q3 2024 Oct 16, 2024	SELL	$106.13 - $120.89 $10,613 - $12,089	-100 Reduced 2.4%	4,063 $467,000
Q1 2024 Apr 30, 2024	SELL	$95.27 - $108.47 $53,351 - $60,743	-560 Reduced 11.86%	4,163 $402,000
Q4 2023 Feb 06, 2024	SELL	$92.27 - $101.54 $26,481 - $29,141	-287 Reduced 5.73%	4,723 $476,000
Q3 2023 Oct 25, 2023	SELL	$94.73 - $105.13 $12,504 - $13,877	-132 Reduced 2.57%	5,010 $510,000
Q2 2023 Aug 02, 2023	SELL	$92.52 - $104.91 $6,291 - $7,133	-68 Reduced 1.31%	5,142 $518,000
Q1 2023 May 04, 2023	BUY	$80.03 - $92.81 $24,649 - $28,585	308 Added 6.28%	5,210 $479,000
Q4 2022 Feb 06, 2023	SELL	$75.55 - $92.52 $19,265 - $23,592	-255 Reduced 4.94%	4,902 $444,000
Q3 2022 Nov 09, 2022	BUY	$74.61 - $87.26 $15,668 - $18,324	210 Added 4.24%	5,157 $392,000
Q4 2021 Jan 20, 2022	BUY	$79.7 - $88.13 $130,548 - $144,356	1,638 Added 49.5%	4,947 $433,000
Q4 2020 Feb 03, 2021	SELL	$78.07 - $94.43 $27,324 - $33,050	-350 Reduced 9.57%	3,309 $312,000
Q3 2020 Oct 29, 2020	BUY	$82.14 - $91.0 $58,647 - $64,974	714 Added 24.24%	3,659 $318,000
Q2 2020 Aug 11, 2020	SELL	$80.93 - $91.1 $7,202 - $8,107	-89 Reduced 2.93%	2,945 $257,000
Q1 2020 May 08, 2020	SELL	$70.67 - $99.01 $6,572 - $9,207	-93 Reduced 2.97%	3,034 $250,000
Q4 2019 Feb 05, 2020	SELL	$84.35 - $95.37 $40,066 - $45,300	-475 Reduced 13.19%	3,127 $296,000
Q1 2019 May 09, 2019	SELL	$75.32 - $86.15 $11,297 - $12,922	-150 Reduced 4.0%	3,602 $346,000
Q4 2018 Feb 05, 2019	BUY	$73.66 - $82.02 $14,732 - $16,404	200 Added 5.63%	3,752 $322,000
Q3 2018 Nov 09, 2018	BUY	$66.94 - $77.43 $6,225 - $7,200	93 Added 2.69%	3,552 $306,000
Q2 2018 Aug 14, 2018	SELL	$64.91 - $73.36 $6,491 - $7,336	-100 Reduced 2.81%	3,459 $261,000
Q4 2017 Feb 12, 2018	BUY	$72.33 - $77.64 $1,808 - $1,941	25 Added 0.71%	3,559 $299,000
Q3 2017 Nov 08, 2017	BUY	$74.14 - $77.27 $35,216 - $36,703	475 Added 15.53%	3,534 $303,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,059	3,059 $255,000

Others Institutions Holding NVS

# of Institutions

1,524

Shares Held

142M

Call Options Held

1.63M

Put Options Held

1.82M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $241B
Description
Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...

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Pinnacle Wealth Management Advisory Group, LLC Novartis Ag Transaction History