Welch Investments’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
$4.88M Buy
64,854
+1,542
+2% +$116K 3.1% 19
2017
Q3
$4.87M Buy
63,312
+2,266
+4% +$174K 3.36% 8
2017
Q2
$4.57M Buy
61,046
+2,755
+5% +$206K 3.39% 6
2017
Q1
$3.88M Buy
58,291
+10,695
+22% +$712K 3.08% 26
2016
Q4
$3.11M Buy
+47,596
New +$3.11M 2.72% 29