PAM
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Peak Asset Management’s Novartis NVS Stock Holding History

Peak Asset Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$306K Hold
2,000
– – 0.05% 127
2025
Q4 		$276K Hold
2,000
– – 0.05% 136
2025
Q3 		$256K Hold
2,000
– – 0.04% 132
2025
Q2 		$242K Hold
2,000
– – 0.04% 137
2025
Q1 		$223K Buy
+2,000
New +$213K 0.04% 138
2024
Q4 		– Sell
-2,000
Closed -$230K – 152
2024
Q3 		$230K Hold
2,000
– – 0.04% 143
2024
Q2 		$213K Buy
+2,000
New +$201K 0.04% 137
2024
Q1 		– Sell
-2,400
Closed -$242K – 149
2023
Q4 		$242K Hold
2,400
– – 0.05% 127
2023
Q3 		$244K Hold
2,400
– – 0.06% 124
2023
Q2 		$242K Hold
2,400
– – 0.06% 129
2023
Q1 		$221K Buy
+2,400
New +$210K 0.05% 134

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