Cahill 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
Q1 | – | Sell |
-3,859
| Closed | -$332K | – | 269 |
|
|
2024
Q4 | $332K | Sell |
3,859
-295
| -7% | -$25.4K | 0.05% | 203 |
|
|
2024
Q3 | $495K | Buy |
4,154
+295
| +8% | +$35.1K | 0.07% | 168 |
|
|
2024
Q2 | $551K | Buy |
3,859
+500
| +15% | +$71.4K | 0.08% | 166 |
|
|
2024
Q1 | $431K | Hold |
3,359
| – | – | 0.06% | 185 |
|
|
2023
Q4 | $347K | Hold |
3,359
| – | – | 0.05% | 190 |
|
|
2023
Q3 | $305K | Buy |
3,359
+1
| +0% | +$91 | 0.05% | 193 |
|
|
2023
Q2 | $272K | Hold |
3,358
| – | – | 0.04% | 206 |
|
|
2023
Q1 | $267K | Buy |
3,358
+18
| +0.5% | +$1.43K | 0.05% | 205 |
|
|
2022
Q4 | $226K | Buy |
+3,340
| New | +$226K | 0.04% | 211 |
|
|
2021
Q4 | – | Sell |
-3,308
| Closed | -$159K | – | 580 |
|
|
2021
Q3 | $159K | Buy |
+3,308
| New | +$159K | 0.03% | 227 |
|