BKM Wealth Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,625	Closed	-$599K	–	165
2024 Q2	$599K	Buy	5,625 +328	+6%	+$34.9K	0.29%	94
2024 Q1	$512K	Buy	5,297 +4,732	+838%	+$458K	0.22%	104
2023 Q4	$57K	Buy	+565	New	+$57K	0.02%	246