Beaumont Financial 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 | $1.06M | Hold |
15,289
| – | – | 0.08% | 146 |
|
|
2025
Q1 | $1.06M | Sell |
15,289
-1,327
| -8% | -$92.1K | 0.08% | 142 |
|
|
2024
Q4 | $1.43M | Buy |
16,616
+572
| +4% | +$49.2K | 0.11% | 124 |
|
|
2024
Q3 | $1.91M | Hold |
16,044
| – | – | 0.15% | 90 |
|
|
2024
Q2 | $2.29M | Sell |
16,044
-350
| -2% | -$50K | 0.18% | 81 |
|
|
2024
Q1 | $2.1M | Buy |
16,394
+730
| +5% | +$93.7K | 0.17% | 81 |
|
|
2023
Q4 | $1.62M | Sell |
15,664
-920
| -6% | -$95.2K | 0.15% | 97 |
|
|
2023
Q3 | $1.51M | Buy |
16,584
+2,950
| +22% | +$268K | 0.15% | 97 |
|
|
2023
Q2 | $1.08M | Hold |
13,634
| – | – | 0.1% | 123 |
|
|
2023
Q1 | $1.08M | Sell |
13,634
-1,800
| -12% | -$143K | 0.11% | 111 |
|
|
2022
Q4 | $1.04M | Hold |
15,434
| – | – | 0.1% | 117 |
|
|
2022
Q3 | $769K | Hold |
15,434
| – | – | 0.07% | 137 |
|
|
2022
Q2 | $860K | Hold |
15,434
| – | – | 0.08% | 135 |
|
|
2022
Q1 | $857K | Buy |
15,434
+1,800
| +13% | +$99.9K | 0.07% | 163 |
|
|
2021
Q4 | $764K | Sell |
13,634
-340
| -2% | -$19.1K | 0.06% | 167 |
|
|
2021
Q3 | $671K | Hold |
13,974
| – | – | 0.05% | 178 |
|
|
2021
Q2 | $585K | Hold |
13,974
| – | – | 0.04% | 190 |
|
|
2021
Q1 | $471K | Hold |
13,974
| – | – | 0.04% | 202 |
|
|
2020
Q4 | $488K | Sell |
13,974
-6,000
| -30% | -$210K | 0.04% | 198 |
|
|
2020
Q3 | $693K | Hold |
19,974
| – | – | 0.07% | 170 |
|
|
2020
Q2 | $654K | Hold |
19,974
| – | – | 0.07% | 157 |
|
|
2020
Q1 | $601K | Hold |
19,974
| – | – | 0.08% | 129 |
|
|
2019
Q4 | $578K | Buy |
19,974
+34
| +0.2% | +$984 | 0.06% | 168 |
|
|
2019
Q3 | $515K | Hold |
19,940
| – | – | 0.05% | 167 |
|
|
2019
Q2 | $509K | Hold |
19,940
| – | – | 0.05% | 149 |
|
|
2019
Q1 | $522K | Sell |
19,940
-350
| -2% | -$9.16K | 0.06% | 149 |
|
|
2018
Q4 | $467K | Sell |
20,290
-718
| -3% | -$16.5K | 0.08% | 130 |
|
|
2018
Q3 | $495K | Buy |
21,008
+3,950
| +23% | +$93.1K | 0.05% | 148 |
|
|
2018
Q2 | $393K | Hold |
17,058
| – | – | 0.04% | 145 |
|
|
2018
Q1 | $420K | Buy |
17,058
+7,150
| +72% | +$176K | 0.05% | 147 |
|
|
2017
Q4 | $266K | Hold |
9,908
| – | – | 0.03% | 161 |
|
|
2017
Q3 | $239K | Buy |
+9,908
| New | +$239K | 0.03% | 166 |
|