Trevor, Stewart, Burton & Jacobsen’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$247K Sell
2015
Q3
$270K Sell
2015
Q2
$1.94M Sell
2015
Q1
$3.75M Buy
2014
Q4
$223K Sell
2014
Q3
$4.85M Buy
2014
Q2
$4.67M Buy