D.L. Carlson Investment Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$4.49M Sell
2017
Q4
$6.16M Sell
2017
Q3
$6.3M Buy
2017
Q2
$6.1M Buy
2017
Q1
$2.58M Buy
2016
Q4
$2.5M Sell
2016
Q3
$2.73M Sell
2016
Q2
$3.09M Buy
2015
Q1
Sell
2014
Q4
$3.63M Sell
2014
Q3
$4.46M Sell
2014
Q2
$4.67M Sell
2014
Q1
$4.49M Sell
2013
Q4
$4.44M Sell
2013
Q3
$5.77M Sell
2013
Q2
$5.35M Buy