Beacon Pointe Advisors’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 | $2.88M | Sell |
41,698
-86,461
| -67% | -$5.97M | 0.03% | 414 |
|
|
2025
Q1 | $8.9M | Buy |
128,159
+90,259
| +238% | +$6.27M | 0.1% | 189 |
|
|
2024
Q4 | $3.26M | Sell |
37,900
-7,460
| -16% | -$642K | 0.04% | 349 |
|
|
2024
Q3 | $5.4M | Sell |
45,360
-3,853
| -8% | -$459K | 0.06% | 275 |
|
|
2024
Q2 | $7.02M | Sell |
49,213
-3,162
| -6% | -$451K | 0.08% | 211 |
|
|
2024
Q1 | $6.72M | Buy |
52,375
+1,201
| +2% | +$154K | 0.07% | 233 |
|
|
2023
Q4 | $5.29M | Sell |
51,174
-67,425
| -57% | -$6.98M | 0.06% | 271 |
|
|
2023
Q3 | $10.8M | Buy |
118,599
+96,817
| +444% | +$8.8M | 0.13% | 156 |
|
|
2023
Q2 | $1.76M | Sell |
21,782
-934
| -4% | -$75.6K | 0.03% | 403 |
|
|
2023
Q1 | $1.81M | Sell |
22,716
-476
| -2% | -$37.9K | 0.03% | 419 |
|
|
2022
Q4 | $1.57M | Buy |
23,192
+5,458
| +31% | +$369K | 0.03% | 411 |
|
|
2022
Q3 | $883K | Sell |
17,734
-192
| -1% | -$9.56K | 0.02% | 493 |
|
|
2022
Q2 | $999K | Sell |
17,926
-83,926
| -82% | -$4.68M | 0.02% | 469 |
|
|
2022
Q1 | $5.66M | Buy |
101,852
+76,762
| +306% | +$4.26M | 0.08% | 231 |
|
|
2021
Q4 | $1.41M | Buy |
25,090
+10,718
| +75% | +$600K | 0.04% | 317 |
|
|
2021
Q3 | $690K | Sell |
14,372
-8,544
| -37% | -$410K | 0.02% | 470 |
|
|
2021
Q2 | $960K | Buy |
22,916
+11,512
| +101% | +$482K | 0.03% | 342 |
|
|
2021
Q1 | $384K | Buy |
11,404
+5,106
| +81% | +$172K | 0.02% | 335 |
|
|
2020
Q4 | $219K | Buy |
+6,298
| New | +$219K | 0.02% | 446 |
|
|
2019
Q2 | – | Sell |
-152,294
| Closed | -$3.98M | – | 213 |
|
|
2019
Q1 | $3.98M | Buy |
+152,294
| New | +$3.98M | 1.49% | 14 |
|