GTAM
Global Trust Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
2,702
-120
| -4% | -$14.5K | 0.17% | 120 |
|
|
2025
Q1 | $315K | Hold |
2,822
| – | – | 0.19% | 111 |
|
|
2024
Q4 | $275K | Sell |
2,822
-30
| -1% | -$2.92K | 0.1% | 144 |
|
|
2024
Q3 | $328K | Hold |
2,852
| – | – | 0.12% | 138 |
|
|
2024
Q2 | $304K | Hold |
2,852
| – | – | 0.12% | 135 |
|
|
2024
Q1 | $276K | Sell |
2,852
-15
| -0.5% | -$1.45K | 0.11% | 138 |
|
|
2023
Q4 | $289K | Hold |
2,867
| – | – | 0.13% | 125 |
|
|
2023
Q3 | $292K | Sell |
2,867
-47
| -2% | -$4.79K | 0.14% | 121 |
|
|
2023
Q2 | $294K | Hold |
2,914
| – | – | 0.13% | 125 |
|
|
2023
Q1 | $268K | Sell |
2,914
-204
| -7% | -$18.8K | 0.13% | 127 |
|
|
2022
Q4 | $283K | Sell |
3,118
-68
| -2% | -$6.17K | 0.14% | 122 |
|
|
2022
Q3 | $242K | Sell |
3,186
-78
| -2% | -$5.93K | 0.13% | 125 |
|
|
2022
Q2 | $276K | Sell |
3,264
-98
| -3% | -$8.29K | 0.14% | 125 |
|
|
2022
Q1 | $295K | Hold |
3,362
| – | – | 0.12% | 136 |
|
|
2021
Q4 | $294K | Sell |
3,362
-355
| -10% | -$31K | 0.12% | 147 |
|
|
2021
Q3 | $304K | Sell |
3,717
-30
| -0.8% | -$2.45K | 0.14% | 128 |
|
|
2021
Q2 | $342K | Sell |
3,747
-185
| -5% | -$16.9K | 0.16% | 126 |
|
|
2021
Q1 | $336K | Sell |
3,932
-11
| -0.3% | -$940 | 0.19% | 119 |
|
|
2020
Q4 | $372K | Buy |
3,943
+30
| +0.8% | +$2.83K | 0.2% | 116 |
|
|
2020
Q3 | $342K | Hold |
3,913
| – | – | 0.22% | 113 |
|
|
2020
Q2 | $342K | Hold |
3,913
| – | – | 0.24% | 101 |
|
|
2020
Q1 | $320K | Buy |
3,913
+3,613
| +1,204% | +$295K | 0.25% | 104 |
|
|
2019
Q4 | $28K | Hold |
300
| – | – | 0.02% | 256 |
|
|
2019
Q3 | $26K | Sell |
300
-75
| -20% | -$6.5K | 0.02% | 227 |
|
|
2019
Q2 | $34K | Hold |
375
| – | – | 0.02% | 239 |
|
|
2019
Q1 | $36K | Hold |
375
| – | – | 0.03% | 223 |
|
|
2018
Q4 | $32K | Sell |
375
-7,297
| -95% | -$623K | 0.03% | 212 |
|
|
2018
Q3 | $661K | Sell |
7,672
-17
| -0.2% | -$1.47K | 0.46% | 65 |
|
|
2018
Q2 | $581K | Buy |
7,689
+1,425
| +23% | +$108K | 0.44% | 66 |
|
|
2018
Q1 | $506K | Sell |
6,264
-16
| -0.3% | -$1.29K | 0.4% | 73 |
|
|
2017
Q4 | $527K | Buy |
+6,280
| New | +$527K | 0.37% | 78 |
|