American Trust Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $749K | Buy |
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|
2024
Q4 | $581K | Buy |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $425K | Buy |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | $233K | Buy |
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