Apriem 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
Q4 | – | Sell |
-1,730
| Closed | -$206K | – | 189 |
|
|
2024
Q3 | $206K | Buy |
1,730
+195
| +13% | +$23.2K | 0.02% | 170 |
|
|
2024
Q2 | $219K | Buy |
+1,535
| New | +$219K | 0.03% | 160 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$35K | – | 297 |
|
|
2018
Q2 | $35K | Buy |
+1,500
| New | +$35K | 0.01% | 281 |
|
|
2017
Q2 | – | Sell |
-1,500
| Closed | -$26K | – | 409 |
|
|
2017
Q1 | $26K | Hold |
1,500
| – | – | 0.01% | 308 |
|
|
2016
Q4 | $27K | Hold |
1,500
| – | – | 0.01% | 306 |
|
|
2016
Q3 | $31K | Sell |
1,500
-70
| -4% | -$1.45K | 0.01% | 278 |
|
|
2016
Q2 | $42K | Buy |
1,570
+70
| +5% | +$1.87K | 0.01% | 247 |
|
|
2016
Q1 | $41K | Sell |
1,500
-800
| -35% | -$21.9K | 0.02% | 229 |
|
|
2015
Q4 | $67K | Hold |
2,300
| – | – | 0.02% | 178 |
|
|
2015
Q3 | $62K | Sell |
2,300
-810
| -26% | -$21.8K | 0.02% | 180 |
|
|
2015
Q2 | $85K | Sell |
3,110
-1,200
| -28% | -$32.8K | 0.03% | 152 |
|
|
2015
Q1 | $115K | Sell |
4,310
-170
| -4% | -$4.54K | 0.04% | 134 |
|
|
2014
Q4 | $95K | Hold |
4,480
| – | – | 0.04% | 139 |
|
|
2014
Q3 | $107K | Buy |
4,480
+810
| +22% | +$19.3K | 0.04% | 137 |
|
|
2014
Q2 | $85K | Hold |
3,670
| – | – | 0.03% | 156 |
|
|
2014
Q1 | $84K | Hold |
3,670
| – | – | 0.03% | 169 |
|
|
2013
Q4 | $68K | Hold |
3,670
| – | – | 0.03% | 177 |
|
|
2013
Q3 | $62K | Hold |
3,670
| – | – | 0.03% | 182 |
|
|
2013
Q2 | $57K | Buy |
+3,670
| New | +$57K | 0.03% | 182 |
|