PINNACLE WEALTH PLANNING SERVICES, INC. – Novartis AG Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$525,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-10.08%
quarter
Novartis AG 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -25.90% | -2.41K shares | -263K | $76.01 | 6.90K |
| Q2 2022 | share | Decrease | -5.69% | -562 shares | -79K | $84.53 | 9.32K |
| Q1 2022 | share | Increase | +25.89% | 2.03K shares | 180K | $87.75 | 9.88K |
| Q4 2021 | share | Decrease | -14.04% | -1.28K shares | -60K | $87.46 | 7.85K |
| Q3 2021 | share | Increase | +4.00% | 351 shares | -54K | $81.78 | 9.13K |
| Q2 2021 | share | Increase | +5.45% | 454 shares | 89K | $91.24 | 8.78K |
| Q1 2021 | share | Increase | +19.76% | 1.37K shares | 56K | $85.48 | 8.32K |
| Q4 2020 | share | Increase | +24.09% | 1.35K shares | 169K | $90.76 | 6.95K |
| Q3 2020 | share | Increase | +1.49% | 82 shares | 5K | $83.58 | 5.60K |
| Q2 2020 | share | Decrease | -11.96% | -750 shares | -34K | $83.94 | 5.52K |
| Q1 2020 | share | Increase | +30.70% | 1.47K shares | 62K | $79.24 | 6.27K |
| Q4 2019 | share | Increase | +16.97% | 696 shares | 98K | $87.81 | 4.79K |
| Q3 2019 | share | Increase | +28.71% | 915 shares | 65K | $80.59 | 4.10K |
| Q2 2019 | share | Increase | +14.23% | 397 shares | 23K | $84.68 | 3.18K |
| Q1 2019 | share | Decrease | -11.76% | -372 shares | -3K | $89.16 | 2.79K |
| Q4 2018 | share | Decrease | -60.27% | -4.79K shares | -414K | $77.1 | 3.16K |
| Q3 2018 | share | Decrease | -1.57% | -127 shares | 74K | $77.42 | 7.95K |
| Q2 2018 | share | Increase | +6.21% | 473 shares | -4K | $67.88 | 8.08K |
| Q1 2018 | share | Increase | +466.02% | 6.26K shares | 502K | $72.65 | 7.61K |
| Q4 2017 | share | Increase | 0.00% | 1.34K shares | 113K | $72.78 | 1.34K |