LAM
Lebenthal Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.69M | Buy |
63,071
+3,417
| +6% | +$254K | 0.58% | 46 |
|
|
2016
Q4 | $4.35M | Buy |
59,654
+2,699
| +5% | +$197K | 0.56% | 50 |
|
|
2016
Q3 | $4.5M | Buy |
56,955
+5,204
| +10% | +$411K | 0.58% | 47 |
|
|
2016
Q2 | $4.27M | Buy |
51,751
+2,324
| +5% | +$192K | 0.55% | 51 |
|
|
2016
Q1 | $3.58M | Buy |
+49,427
| New | +$3.58M | 1.45% | 35 |
|