Baystate Wealth Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $129K | Buy |
1,246
+665
| +114% | +$68.8K | 0.01% | 252 |
|
|
2023
Q3 | $52.9K | Buy |
581
+259
| +80% | +$23.6K | ﹤0.01% | 334 |
|
|
2023
Q2 | $26.1K | Buy |
322
+202
| +168% | +$16.4K | ﹤0.01% | 423 |
|
|
2023
Q1 | $9.7K | Buy |
120
+10
| +9% | +$809 | ﹤0.01% | 575 |
|
|
2022
Q4 | $8K | Sell |
110
-22
| -17% | -$1.6K | ﹤0.01% | 624 |
|
|
2022
Q3 | $7K | Buy |
132
+62
| +89% | +$3.29K | ﹤0.01% | 608 |
|
|
2022
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 689 |
|
|
2022
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 681 |
|
|
2021
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 654 |
|
|
2021
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $2K | Buy |
70
+20
| +40% | +$571 | ﹤0.01% | 602 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 576 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 544 |
|
|
2020
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 555 |
|
|
2018
Q1 | – | Sell |
-360
| Closed | -$10K | – | 706 |
|
|
2017
Q4 | $10K | Hold |
360
| – | – | ﹤0.01% | 371 |
|
|
2017
Q3 | $9K | Hold |
360
| – | – | ﹤0.01% | 361 |
|
|
2017
Q2 | $8K | Hold |
360
| – | – | ﹤0.01% | 372 |
|
|
2017
Q1 | $7K | Sell |
360
-362
| -50% | -$7.04K | ﹤0.01% | 367 |
|
|
2016
Q4 | $13K | Buy |
+722
| New | +$13K | ﹤0.01% | 278 |
|