BFIM
Beese Fulmer Investment Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-165,538
| Closed | -$11.5M | – | 290 |
|
|
2025
Q1 | $11.5M | Buy |
165,538
+670
| +0.4% | +$46.5K | 0.99% | 38 |
|
|
2024
Q4 | $14.2M | Buy |
164,868
+1,260
| +0.8% | +$108K | 1.21% | 28 |
|
|
2024
Q3 | $19.5M | Sell |
163,608
-210
| -0.1% | -$25K | 1.67% | 17 |
|
|
2024
Q2 | $23.4M | Buy |
163,818
+1,100
| +0.7% | +$157K | 2.13% | 10 |
|
|
2024
Q1 | $20.9M | Sell |
162,718
-1,053
| -0.6% | -$135K | 1.97% | 10 |
|
|
2023
Q4 | $16.9M | Buy |
163,771
+484
| +0.3% | +$50.1K | 1.75% | 14 |
|
|
2023
Q3 | $14.8M | Buy |
163,287
+81,830
| +100% | +$7.44M | 1.67% | 14 |
|
|
2023
Q2 | $13.2M | Buy |
81,457
+1,161
| +1% | +$188K | 1.43% | 21 |
|
|
2023
Q1 | $12.8M | Buy |
80,296
+68,138
| +560% | +$10.8M | 1.46% | 18 |
|
|
2022
Q4 | $1.65M | Buy |
+12,158
| New | +$1.65M | 0.2% | 98 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$59K | – | 424 |
|
|
2020
Q2 | $59K | Buy |
+900
| New | +$59K | 0.01% | 307 |
|