Barrett & Company’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 | $80.2K | Buy |
1,161
+13
| +1% | +$898 | 0.03% | 239 |
|
|
2025
Q1 | $79.7K | Sell |
1,148
-86
| -7% | -$5.97K | 0.03% | 217 |
|
|
2024
Q4 | $106K | Hold |
1,234
| – | – | 0.04% | 189 |
|
|
2024
Q3 | $147K | Buy |
1,234
+3
| +0.2% | +$357 | 0.06% | 160 |
|
|
2024
Q2 | $176K | Buy |
1,231
+6
| +0.5% | +$856 | 0.08% | 142 |
|
|
2024
Q1 | $157K | Buy |
1,225
+125
| +11% | +$16.1K | 0.07% | 151 |
|
|
2023
Q4 | $114K | Buy |
1,100
+100
| +10% | +$10.3K | 0.06% | 170 |
|
|
2023
Q3 | $90.9K | Hold |
1,000
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $80.9K | Hold |
1,000
| – | – | 0.05% | 209 |
|
|
2023
Q1 | $79.6K | Hold |
1,000
| – | – | 0.05% | 202 |
|
|
2022
Q4 | $67.7K | Hold |
1,000
| – | – | 0.04% | 209 |
|
|
2022
Q3 | $67.7K | Buy |
+1,000
| New | +$67.7K | 0.04% | 209 |
|