First American Trust’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 | $623K | Buy |
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|
2025
Q2 | $588K | Sell |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $383K | Hold |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $418K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $386K | Buy |
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|
2020
Q1 | $361K | Hold |
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|
2019
Q4 | $415K | Hold |
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|
2019
Q3 | $381K | Hold |
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $421K | Hold |
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|
2018
Q4 | $376K | Hold |
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|
2018
Q3 | $378K | Sell |
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|
2018
Q2 | $354K | Buy |
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|
2018
Q1 | $354K | Sell |
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|
2017
Q4 | $371K | Sell |
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|
2017
Q3 | $384K | Buy |
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|
2017
Q2 | $366K | Hold |
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|
2017
Q1 | $326K | Sell |
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|
2016
Q4 | $325K | Buy |
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|
2016
Q3 | $346K | Sell |
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|
2016
Q2 | $436K | Sell |
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|
2016
Q1 | $429K | Sell |
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|
2015
Q4 | $511K | Hold |
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|
2015
Q3 | $547K | Hold |
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|
2015
Q2 | $585K | Buy |
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|
2015
Q1 | $576K | Hold |
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|
2014
Q4 | $542K | Hold |
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|
2014
Q3 | $551K | Hold |
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|
2014
Q2 | $530K | Buy |
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|
2014
Q1 | $373K | Sell |
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|
2013
Q4 | $440K | Buy |
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|
2013
Q3 | $420K | Sell |
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|
2013
Q2 | $392K | Buy |
|