A Look at Wilkins Investment Counsel Inc's Q3 vs. Q4 2022 13F Holdings

Wilkins Investment Counsel Inc recently released their 13F filings for Q3 and Q4 of 2022, revealing changes in their portfolio holdings. In this blog post, we will take a closer look at these changes and discuss the potential reasons behind them.

Introduction

As a professional blog writer, it is my responsibility to provide informative and insightful content that covers a broad range of topics. In this post, we will be analyzing the Q3 and Q4 2022 13F filings of Wilkins Investment Counsel Inc. These filings provide a snapshot of the company's portfolio holdings and allow us to gain insight into their investment strategies.

Main Body

Wilkins Investment Counsel Inc's 13F filings reveal that they made significant changes to their portfolio holdings between Q3 and Q4 2022. For example, they reduced their holdings in Amazon by 57.9%, going from 4585 shares in Q3 to just 2600 shares in Q4. This reduction in holdings could be attributed to concerns about the company's stock being overvalued or the recent scrutiny from regulators.

Another interesting change in Wilkins Investment Counsel Inc's holdings is their decision to increase their holdings in Merck by 23.1%, going from 200,024 shares in Q3 to 191,161 shares in Q4. This increase in holdings could be due to the company's recent announcement of a new cancer drug, which has received positive feedback from the medical community.

Similarly, Wilkins Investment Counsel Inc increased their holdings in Corteva by 1.5%, going from 238,224 shares in Q3 to 235,074 shares in Q4. This increase in holdings could be due to the company's recent focus on sustainable agriculture and investments in new technologies.

One of the most significant changes in Wilkins' holdings is their decision to reduce their holdings in Skillz by 50.3%, going from 436,000 shares in Q3 to 436,000 shares in Q4. Skillz is an e-sports platform that recently went public via a SPAC merger. The company has faced criticism over the accuracy of its user statistics, raising concerns among investors.

Conclusion

In conclusion, Wilkins Investment Counsel Inc's Q3 and Q4 2022 13F filings reveal that they made significant changes to their portfolio holdings. These changes demonstrate the company's continuous efforts to optimize their investments and adapt to market conditions. As always, it is essential to conduct your due diligence before investing in any company to ensure that you make informed decisions.