Burnham Asset Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$243K Sell
2016
Q1
$421K Sell
2015
Q4
$533K Hold
2015
Q3
$570K Sell
2015
Q2
$639K Hold
2015
Q1
$641K Buy
2014
Q4
$484K Buy
2014
Q3
$464K Hold
2014
Q2
$446K Hold
2014
Q1
$419K Hold
2013
Q4
$396K Hold
2013
Q3
$378K Hold
2013
Q2
$348K Buy