Advisory Research’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,267
| Closed | -$270K | – | 161 |
|
|
2024
Q3 | $270K | Sell |
2,267
-1,075
| -32% | -$128K | 0.05% | 144 |
|
|
2024
Q2 | $477K | Buy |
3,342
+1,028
| +44% | +$147K | 0.09% | 137 |
|
|
2024
Q1 | $297K | Sell |
2,314
-6,948
| -75% | -$892K | 0.06% | 142 |
|
|
2023
Q4 | $958K | Buy |
9,262
+396
| +4% | +$41K | 0.15% | 164 |
|
|
2023
Q3 | $806K | Sell |
8,866
-5,442
| -38% | -$495K | 0.11% | 216 |
|
|
2023
Q2 | $1.16M | Buy |
14,308
+3,364
| +31% | +$272K | 0.15% | 184 |
|
|
2023
Q1 | $871K | Buy |
10,944
+2,748
| +34% | +$219K | 0.14% | 181 |
|
|
2022
Q4 | $555K | Buy |
8,196
+370
| +5% | +$25K | 0.05% | 235 |
|
|
2022
Q3 | $390K | Buy |
7,826
+2,902
| +59% | +$145K | 0.04% | 261 |
|
|
2022
Q2 | $274K | Buy |
4,924
+194
| +4% | +$10.8K | 0.03% | 285 |
|
|
2022
Q1 | $263K | Sell |
4,730
-3,340
| -41% | -$186K | 0.02% | 316 |
|
|
2021
Q4 | $452K | Sell |
8,070
-94
| -1% | -$5.27K | 0.04% | 261 |
|
|
2021
Q3 | $392K | Buy |
8,164
+1,136
| +16% | +$54.5K | 0.03% | 273 |
|
|
2021
Q2 | $294K | Hold |
7,028
| – | – | 0.02% | 303 |
|
|
2021
Q1 | $237K | Sell |
7,028
-9,052
| -56% | -$305K | 0.02% | 318 |
|
|
2020
Q4 | $562K | Buy |
16,080
+6,540
| +69% | +$229K | 0.04% | 250 |
|
|
2020
Q3 | $331K | Sell |
9,540
-90
| -0.9% | -$3.12K | 0.03% | 264 |
|
|
2020
Q2 | $315K | Sell |
9,630
-2,088
| -18% | -$68.3K | 0.03% | 281 |
|
|
2020
Q1 | $353K | Sell |
11,718
-692
| -6% | -$20.8K | 0.02% | 224 |
|
|
2019
Q4 | $359K | Buy |
+12,410
| New | +$359K | 0.02% | 270 |
|