Kings Point Capital Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$36K	Hold	415	–	–	﹤0.01%	381
2021 Q4	$36K	Hold	415	–	–	﹤0.01%	426
2021 Q3	$34K	Hold	415	–	–	﹤0.01%	408
2021 Q2	$38K	Hold	415	–	–	﹤0.01%	374
2021 Q1	$35K	Hold	415	–	–	﹤0.01%	368
2020 Q4	$39K	Sell	415 -1,000	-71%	-$94K	﹤0.01%	343
2020 Q3	$123K	Hold	1,415	–	–	0.02%	218
2020 Q2	$124K	Hold	1,415	–	–	0.02%	196
2020 Q1	$117K	Sell	1,415 -500	-26%	-$41.3K	0.02%	195
2019 Q4	$181K	Sell	1,915 -54	-3%	-$5.1K	0.03%	179
2019 Q3	$171K	Sell	1,969 -147	-7%	-$12.8K	0.03%	169
2019 Q2	$193K	Sell	2,116 -21	-1%	-$1.92K	0.04%	146
2019 Q1	$184K	Buy	2,137 +1,116	+109%	+$96.1K	0.04%	138
2018 Q4	$79K	Buy	1,021 +714	+233%	+$55.2K	0.02%	178
2018 Q3	$24K	Hold	307	–	–	﹤0.01%	305
2018 Q2	$21K	Hold	307	–	–	﹤0.01%	308
2018 Q1	$22K	Hold	307	–	–	﹤0.01%	308
2017 Q4	$23K	Hold	307	–	–	﹤0.01%	303
2017 Q3	$24K	Hold	307	–	–	0.01%	281
2017 Q2	$23K	Hold	307	–	–	0.01%	270
2017 Q1	$20K	Hold	307	–	–	﹤0.01%	298
2016 Q4	$20K	Hold	307	–	–	﹤0.01%	265
2016 Q3	$22K	Sell	307 -165	-35%	-$11.8K	0.01%	247
2016 Q2	$35K	Hold	472	–	–	0.01%	218
2016 Q1	$31K	Hold	472	–	–	0.01%	225
2015 Q4	$36K	Hold	472	–	–	0.01%	239
2015 Q3	$39K	Hold	472	–	–	0.01%	246
2015 Q2	$42K	Hold	472	–	–	0.01%	230
2015 Q1	$42K	Sell	472 -279	-37%	-$24.8K	0.01%	230
2014 Q4	$62K	Buy	751 +165	+28%	+$13.6K	0.02%	185
2014 Q3	$49K	Hold	586	–	–	0.01%	184
2014 Q2	$48K	Buy	586 +279	+91%	+$22.9K	0.01%	184
2014 Q1	$23K	Buy	307 +112	+57%	+$8.39K	0.01%	217
2013 Q4	$14K	Hold	195	–	–	﹤0.01%	235
2013 Q3	$13K	Hold	195	–	–	0.01%	246
2013 Q2	$12K	Buy	+195	New	+$12K	﹤0.01%	254