Night Owl Capital Management’s AIRGAS INC ARG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-46,904
Closed -$4.97M 26
2013
Q3
$4.97M Sell
46,904
-886
-2% -$94K 2.42% 18
2013
Q2
$4.56M Buy
+47,790
New +$4.56M 2.51% 17