King Wealth Management Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $394K | Sell |
3,258
-100
| -3% | -$12.1K | 0.05% | 111 |
|
2025
Q1 | $374K | Sell |
3,358
-92
| -3% | -$10.2K | 0.06% | 111 |
|
2024
Q4 | $336K | Hold |
3,450
| – | – | 0.05% | 113 |
|
2024
Q3 | $397K | Sell |
3,450
-100
| -3% | -$11.5K | 0.06% | 103 |
|
2024
Q2 | $378K | Buy |
3,550
+100
| +3% | +$10.6K | 0.06% | 102 |
|
2024
Q1 | $334K | Hold |
3,450
| – | – | 0.06% | 107 |
|
2023
Q4 | $348K | Hold |
3,450
| – | – | 0.07% | 99 |
|
2023
Q3 | $351K | Buy |
3,450
+350
| +11% | +$35.6K | 0.07% | 100 |
|
2023
Q2 | $313K | Buy |
+3,100
| New | +$313K | 0.06% | 110 |
|
2020
Q4 | – | Sell |
-7,550
| Closed | -$657K | – | 164 |
|
2020
Q3 | $657K | Sell |
7,550
-6,400
| -46% | -$557K | 0.17% | 77 |
|
2020
Q2 | $1.22M | Buy |
13,950
+6,000
| +75% | +$524K | 0.36% | 41 |
|
2020
Q1 | $655K | Buy |
7,950
+3,432
| +76% | +$283K | 0.28% | 53 |
|
2019
Q4 | $428K | Sell |
4,518
-2,037
| -31% | -$193K | 0.11% | 80 |
|
2019
Q3 | $570K | Buy |
+6,555
| New | +$570K | 0.16% | 60 |
|