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