Alera Investment Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.23M | Sell |
10,310
-770
| -7% | -$91.7K | 0.14% | 68 |
|
|
2024
Q2 | $1.58M | Sell |
11,080
-5,739
| -34% | -$819K | 0.19% | 59 |
|
|
2024
Q1 | $2.16M | Sell |
16,819
-263
| -2% | -$33.8K | 0.29% | 29 |
|
|
2023
Q4 | $1.77M | Sell |
17,082
-390
| -2% | -$40.3K | 0.23% | 32 |
|
|
2023
Q3 | $1.59M | Sell |
17,472
-76
| -0.4% | -$6.91K | 0.26% | 27 |
|
|
2023
Q2 | $1.42M | Buy |
17,548
+1,318
| +8% | +$107K | 0.31% | 34 |
|
|
2023
Q1 | $1.29M | Buy |
16,230
+316
| +2% | +$25.1K | 0.3% | 32 |
|
|
2022
Q4 | $1.08M | Sell |
15,914
-356
| -2% | -$24.1K | 0.25% | 42 |
|
|
2022
Q3 | $810K | Sell |
16,270
-20
| -0.1% | -$996 | 0.23% | 56 |
|
|
2022
Q2 | $908K | Buy |
16,290
+12,234
| +302% | +$682K | 0.25% | 52 |
|
|
2022
Q1 | $225K | Buy |
+4,056
| New | +$225K | 0.05% | 169 |
|
|
2019
Q2 | – | Sell |
-2,132
| Closed | -$56K | – | 694 |
|
|
2019
Q1 | $56K | Buy |
2,132
+282
| +15% | +$7.41K | 0.03% | 154 |
|
|
2018
Q4 | $43K | Buy |
+1,850
| New | +$43K | 0.03% | 188 |
|