Hutchinson Capital Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,379
Closed -$470K 68
2020
Q2
$470K Hold
5,379
0.15% 47
2020
Q1
$443K Hold
5,379
0.15% 48
2019
Q4
$509K Hold
5,379
0.13% 49
2019
Q3
$467K Hold
5,379
0.13% 51
2019
Q2
$491K Sell
5,379
-624
-10% -$57K 0.14% 47
2019
Q1
$517K Hold
6,003
0.16% 41
2018
Q4
$462K Hold
6,003
0.15% 42
2018
Q3
$463K Hold
6,003
0.13% 42
2018
Q2
$406K Sell
6,003
-327
-5% -$22.1K 0.13% 41
2018
Q1
$459K Hold
6,330
0.13% 38
2017
Q4
$476K Hold
6,330
0.12% 37
2017
Q3
$487K Hold
6,330
0.13% 34
2017
Q2
$473K Hold
6,330
0.13% 35
2017
Q1
$421K Hold
6,330
0.12% 36
2016
Q4
$413K Hold
6,330
0.11% 38
2016
Q3
$448K Hold
6,330
0.14% 35
2016
Q2
$468K Hold
6,330
0.14% 41
2016
Q1
$411K Sell
6,330
-97
-2% -$6.3K 0.13% 40
2015
Q4
$496K Hold
6,427
0.16% 36
2015
Q3
$529K Hold
6,427
0.18% 37
2015
Q2
$566K Hold
6,427
0.17% 37
2015
Q1
$568K Hold
6,427
0.18% 40
2014
Q4
$534K Hold
6,427
0.15% 47
2014
Q3
$542K Hold
6,427
0.16% 42
2014
Q2
$521K Hold
6,427
0.14% 42
2014
Q1
$490K Hold
6,427
0.15% 40
2013
Q4
$463K Hold
6,427
0.13% 44
2013
Q3
$442K Hold
6,427
0.14% 42
2013
Q2
$407K Buy
+6,427
New +$407K 0.14% 46