Beacon Financial Group’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 | $285K | Buy |
4,129
+1,245
| +43% | +$85.9K | 0.03% | 291 |
|
|
2025
Q1 | $200K | Buy |
2,884
+177
| +7% | +$12.3K | 0.02% | 330 |
|
|
2024
Q4 | $233K | Buy |
2,707
+195
| +8% | +$16.8K | 0.03% | 310 |
|
|
2024
Q3 | $299K | Buy |
2,512
+646
| +35% | +$76.9K | 0.03% | 283 |
|
|
2024
Q2 | $266K | Buy |
1,866
+32
| +2% | +$4.57K | 0.03% | 284 |
|
|
2024
Q1 | $235K | Buy |
+1,834
| New | +$235K | 0.03% | 298 |
|
|
2015
Q2 | – | Sell |
-29,168
| Closed | -$798K | – | 175 |
|
|
2015
Q1 | $798K | Buy |
29,168
+1,876
| +7% | +$51.3K | 0.18% | 81 |
|
|
2014
Q4 | $582K | Buy |
27,292
+360
| +1% | +$7.68K | 0.12% | 108 |
|
|
2014
Q3 | $651K | Sell |
26,932
-168
| -0.6% | -$4.06K | 0.14% | 102 |
|
|
2014
Q2 | $622K | Buy |
27,100
+4,914
| +22% | +$113K | 0.14% | 100 |
|
|
2014
Q1 | $501K | Sell |
22,186
-74
| -0.3% | -$1.67K | 0.1% | 119 |
|
|
2013
Q4 | $411K | Buy |
22,260
+1,580
| +8% | +$29.2K | 0.08% | 141 |
|
|
2013
Q3 | $351K | Buy |
+20,680
| New | +$351K | 0.08% | 140 |
|