Appleton Partners’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 |
-2,192
| Closed | -$261K | – | 264 |
|
|
2024
Q3 | $261K | Hold |
2,192
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $313K | Hold |
2,192
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $281K | Hold |
2,192
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $227K | Buy |
+2,192
| New | +$227K | 0.02% | 277 |
|
|
2015
Q1 | – | Sell |
-11,690
| Closed | -$247K | – | 191 |
|
|
2014
Q4 | $247K | Sell |
11,690
-130
| -1% | -$2.75K | 0.06% | 163 |
|
|
2014
Q3 | $281K | Hold |
11,820
| – | – | 0.07% | 152 |
|
|
2014
Q2 | $273K | Buy |
11,820
+1,010
| +9% | +$23.3K | 0.06% | 152 |
|
|
2014
Q1 | $247K | Sell |
10,810
-2,000
| -16% | -$45.7K | 0.06% | 158 |
|
|
2013
Q4 | $237K | Buy |
+12,810
| New | +$237K | 0.06% | 154 |
|