Windsor Financial Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$4.87M Sell
2017
Q1
$4.5M Sell
2016
Q4
$4.5M Buy
2016
Q3
$4.79M Sell
2016
Q2
$5.25M Buy
2016
Q1
$4.39M Buy
2015
Q4
$4.79M Buy
2015
Q3
$4.64M Sell
2015
Q2
$4.99M Sell
2015
Q1
$5.14M Sell
2014
Q4
$4.98M Sell
2014
Q3
$5.15M Sell
2014
Q2
$5.01M Sell
2014
Q1
$4.82M Sell
2013
Q4
$4.61M Sell
2013
Q3
$4.43M Sell
2013
Q2
$4.12M Buy