Novartis shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Novartis
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Quarterly reported holdings in Novartis by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $444k | 3.9k | 115.02 |
| 2024-06-30 | $575k | 5.4k | 106.46 |
| 2024-03-31 | $533k | 5.5k | 96.73 |
| 2023-12-31 | $541k | 5.4k | 100.97 |
| 2023-09-30 | $512k | 5.0k | 101.86 |
| 2023-06-30 | $482k | 4.8k | 100.91 |
| 2023-03-31 | $377k | 4.1k | 92.00 |
| 2022-12-31 | $364k | 4.0k | 90.72 |
| 2022-09-30 | $521k | 6.9k | 75.47 |
| 2022-06-30 | $788k | 9.3k | 84.55 |
| 2022-03-31 | $867k | 9.9k | 87.74 |
| 2021-12-31 | $693k | 7.9k | 88.33 |
| 2021-09-30 | $747k | 9.1k | 81.80 |
| 2021-06-30 | $801k | 8.8k | 91.22 |
| 2021-03-31 | $711k | 8.3k | 85.43 |
| 2020-12-31 | $650k | 7.0k | 93.55 |
| 2020-09-30 | $486k | 5.6k | 86.64 |
| 2020-06-30 | $476k | 5.5k | 86.14 |
| 2020-03-31 | $497k | 6.3k | 79.25 |
| 2019-12-31 | $454k | 4.8k | 94.62 |
| 2019-09-30 | $356k | 4.1k | 86.79 |
| 2019-06-30 | $291k | 3.2k | 91.33 |
| 2019-03-31 | $268k | 2.8k | 96.11 |
| 2018-12-31 | $271k | 3.2k | 85.67 |
| 2018-09-30 | $686k | 8.0k | 86.14 |
| 2018-06-30 | $612k | 8.1k | 75.62 |
| 2018-03-31 | $615k | 7.6k | 80.83 |
| 2017-12-31 | $113k | 1.3k | 83.82 |
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