Annis Gardner Whiting Capital Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
1,630
+500
| +44% | +$34.5K | 0.04% | 290 |
|
|
2025
Q1 | $78.6K | Sell |
1,130
-351
| -24% | -$24.4K | 0.03% | 301 |
|
|
2024
Q4 | $127K | Hold |
1,481
| – | – | 0.04% | 250 |
|
|
2024
Q3 | $176K | Sell |
1,481
-826
| -36% | -$98.4K | 0.05% | 221 |
|
|
2024
Q2 | $329K | Sell |
2,307
-41
| -2% | -$5.85K | 0.09% | 174 |
|
|
2024
Q1 | $304K | Buy |
2,348
+847
| +56% | +$110K | 0.11% | 145 |
|
|
2023
Q4 | $155K | Hold |
1,501
| – | – | 0.07% | 176 |
|
|
2023
Q3 | $137K | Buy |
+1,501
| New | +$137K | 0.07% | 172 |
|