American Trust Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
2,725
-3,990
| -59% | -$483K | 0.17% | 63 |
|
|
2025
Q1 | $749K | Buy |
6,715
+740
| +12% | +$82.5K | 0.31% | 68 |
|
|
2024
Q4 | $581K | Buy |
5,975
+800
| +15% | +$77.8K | 0.24% | 76 |
|
|
2024
Q3 | $595K | Buy |
5,175
+115
| +2% | +$13.2K | 0.24% | 61 |
|
|
2024
Q2 | $539K | Sell |
5,060
-137
| -3% | -$14.6K | 0.26% | 51 |
|
|
2024
Q1 | $503K | Sell |
5,197
-35
| -0.7% | -$3.39K | 0.24% | 55 |
|
|
2023
Q4 | $528K | Buy |
5,232
+112
| +2% | +$11.3K | 0.27% | 54 |
|
|
2023
Q3 | $522K | Sell |
5,120
-45
| -0.9% | -$4.58K | 0.29% | 53 |
|
|
2023
Q2 | $521K | Sell |
5,165
-195
| -4% | -$19.7K | 0.29% | 56 |
|
|
2023
Q1 | $493K | Buy |
5,360
+105
| +2% | +$9.66K | 0.3% | 55 |
|
|
2022
Q4 | $477K | Buy |
5,255
+100
| +2% | +$9.07K | 0.3% | 52 |
|
|
2022
Q3 | $392K | Sell |
5,155
-5
| -0.1% | -$380 | 0.25% | 58 |
|
|
2022
Q2 | $436K | Buy |
5,160
+65
| +1% | +$5.49K | 0.27% | 56 |
|
|
2022
Q1 | $447K | Buy |
5,095
+235
| +5% | +$20.6K | 0.23% | 60 |
|
|
2021
Q4 | $425K | Buy |
4,860
+488
| +11% | +$42.7K | 0.21% | 58 |
|
|
2021
Q3 | $358K | Buy |
4,372
+90
| +2% | +$7.37K | 0.2% | 63 |
|
|
2021
Q2 | $391K | Buy |
4,282
+589
| +16% | +$53.8K | 0.21% | 59 |
|
|
2021
Q1 | $316K | Buy |
3,693
+167
| +5% | +$14.3K | 0.18% | 66 |
|
|
2020
Q4 | $333K | Buy |
3,526
+350
| +11% | +$33.1K | 0.21% | 59 |
|
|
2020
Q3 | $276K | Buy |
3,176
+305
| +11% | +$26.5K | 0.2% | 59 |
|
|
2020
Q2 | $251K | Buy |
2,871
+50
| +2% | +$4.37K | 0.2% | 52 |
|
|
2020
Q1 | $233K | Buy |
+2,821
| New | +$233K | 0.23% | 48 |
|