Wilkins Investment Counsel’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.9M Sell
139,420
-9,895
-7% -$1.2M 2.39% 16
2025
Q1
$16.6M Sell
149,315
-17,467
-10% -$1.95M 2.38% 13
2024
Q4
$16.2M Sell
166,782
-21,274
-11% -$2.07M 2.35% 14
2024
Q3
$21.6M Sell
188,056
-913
-0.5% -$105K 2.99% 7
2024
Q2
$20.1M Buy
188,969
+1,232
+0.7% +$131K 3% 6
2024
Q1
$18.2M Buy
187,737
+57,627
+44% +$5.57M 2.65% 11
2023
Q4
$13.1M Sell
130,110
-840
-0.6% -$84.8K 3.2% 8
2023
Q3
$13.3M Sell
130,950
-1,800
-1% -$183K 3.61% 5
2023
Q2
$13.4M Sell
132,750
-1,960
-1% -$198K 3.5% 5
2023
Q1
$12.4M Sell
134,710
-250
-0.2% -$23K 3.26% 7
2022
Q4
$12.2M Buy
134,960
+1,175
+0.9% +$107K 3.22% 9
2022
Q3
$10.2M Buy
133,785
+838
+0.6% +$63.7K 2.98% 8
2022
Q2
$11.2M Sell
132,947
-933
-0.7% -$78.9K 2.98% 9
2022
Q1
$11.7M Buy
133,880
+1,090
+0.8% +$95.6K 2.65% 13
2021
Q4
$11.6M Buy
132,790
+2,200
+2% +$192K 2.56% 15
2021
Q3
$10.7M Buy
130,590
+2,400
+2% +$196K 2.61% 14
2021
Q2
$11.7M Buy
128,190
+2,075
+2% +$189K 2.88% 12
2021
Q1
$10.8M Sell
126,115
-720
-0.6% -$61.5K 2.79% 14
2020
Q4
$12M Buy
126,835
+365
+0.3% +$34.5K 3.32% 6
2020
Q3
$11M Buy
126,470
+2,625
+2% +$228K 3.28% 7
2020
Q2
$10.8M Buy
123,845
+2,225
+2% +$194K 3.42% 5
2020
Q1
$10M Sell
121,620
-925
-0.8% -$76.3K 3.66% 6
2019
Q4
$11.6M Buy
122,545
+525
+0.4% +$49.7K 3.29% 8
2019
Q3
$10.6M Sell
122,020
-275
-0.2% -$23.9K 3.19% 8
2019
Q2
$11.2M Sell
122,295
-14,382
-11% -$1.31M 3.35% 7
2019
Q1
$11.8M Sell
136,677
-1,227
-0.9% -$106K 3.56% 6
2018
Q4
$10.6M Sell
137,904
-56
-0% -$4.31K 3.51% 6
2018
Q3
$10.7M Sell
137,960
-167
-0.1% -$12.9K 3.19% 12
2018
Q2
$9.35M Buy
138,127
+6,193
+5% +$419K 2.94% 12
2018
Q1
$9.56M Buy
131,934
+2,244
+2% +$163K 3.02% 11
2017
Q4
$9.76M Sell
129,690
-1,652
-1% -$124K 2.91% 12
2017
Q3
$10.1M Buy
131,342
+112
+0.1% +$8.62K 3.07% 11
2017
Q2
$9.82M Buy
131,230
+558
+0.4% +$41.7K 3.12% 11
2017
Q1
$8.7M Buy
130,672
+10,992
+9% +$731K 2.79% 13
2016
Q4
$7.81M Buy
119,680
+14,397
+14% +$940K 2.49% 18
2016
Q3
$7.45M Buy
105,283
+212
+0.2% +$15K 2.5% 17
2016
Q2
$7.77M Buy
105,071
+4,185
+4% +$309K 2.63% 16
2016
Q1
$6.55M Buy
100,886
+16,981
+20% +$1.1M 2.4% 18
2015
Q4
$6.47M Sell
83,905
-698
-0.8% -$53.8K 2.43% 17
2015
Q3
$6.97M Sell
84,603
-129
-0.2% -$10.6K 2.67% 15
2015
Q2
$7.47M Sell
84,732
-1,367
-2% -$120K 2.72% 13
2015
Q1
$7.61M Sell
86,099
-391
-0.5% -$34.6K 2.69% 13
2014
Q4
$7.18M Sell
86,490
-558
-0.6% -$46.3K 2.5% 15
2014
Q3
$7.34M Sell
87,048
-614
-0.7% -$51.8K 2.62% 15
2014
Q2
$7.11M Buy
87,662
+223
+0.3% +$18.1K 2.51% 17
2014
Q1
$6.66M Sell
87,439
-446
-0.5% -$34K 2.46% 17
2013
Q4
$6.33M Buy
87,885
+84
+0.1% +$6.05K 2.63% 17
2013
Q3
$6.04M Sell
87,801
-1,674
-2% -$115K 2.75% 16
2013
Q2
$5.67M Buy
+89,475
New +$5.67M 2.63% 17