Bison Wealth’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,823
| Closed | -$1M | – | 453 |
|
|
2024
Q2 | $1M | Hold |
7,823
| – | – | 0.16% | 141 |
|
|
2024
Q1 | $1M | Buy |
7,823
+252
| +3% | +$32.4K | 0.16% | 141 |
|
|
2023
Q4 | $783K | Buy |
7,571
+1,613
| +27% | +$167K | 0.14% | 162 |
|
|
2023
Q3 | $542K | Buy |
5,958
+172
| +3% | +$15.6K | 0.11% | 202 |
|
|
2023
Q2 | $468K | Buy |
5,786
+898
| +18% | +$72.7K | 0.09% | 228 |
|
|
2023
Q1 | $413K | Sell |
4,888
-106
| -2% | -$8.96K | 0.13% | 173 |
|
|
2022
Q4 | $347K | Hold |
4,994
| – | – | 0.11% | 194 |
|
|
2022
Q3 | $248K | Buy |
4,994
+44
| +0.9% | +$2.19K | 0.1% | 213 |
|
|
2022
Q2 | $276K | Hold |
4,950
| – | – | 0.16% | 148 |
|
|
2022
Q1 | $275K | Hold |
4,950
| – | – | 0.14% | 170 |
|
|
2021
Q4 | $277K | Sell |
4,950
-112
| -2% | -$6.27K | 0.16% | 146 |
|
|
2021
Q3 | $243K | Hold |
5,062
| – | – | 0.11% | 207 |
|
|
2021
Q2 | $212K | Sell |
5,062
-1,240
| -20% | -$51.9K | 0.09% | 228 |
|
|
2021
Q1 | $212K | Hold |
6,302
| – | – | 0.09% | 230 |
|
|
2020
Q4 | $220K | Hold |
6,302
| – | – | 0.1% | 210 |
|
|
2020
Q3 | $219K | Hold |
6,302
| – | – | 0.13% | 167 |
|
|
2020
Q2 | $206K | Buy |
+6,302
| New | +$206K | 0.13% | 178 |
|
|
2018
Q1 | – | Sell |
-7,584
| Closed | -$204K | – | 210 |
|
|
2017
Q4 | $204K | Buy |
+7,584
| New | +$204K | 0.15% | 193 |
|