Capital Advisors Inc’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
$1.55M Buy
22,468
+58
+0.3% +$4K 0.03% 130
2025
Q1
$1.56M Sell
22,410
-42,773
-66% -$2.97M 0.03% 128
2024
Q4
$4.5M Sell
65,183
-1,709
-3% -$118K 0.09% 99
2024
Q3
$5.64M Sell
66,892
-21,554
-24% -$1.82M 0.11% 94
2024
Q2
$8.64M Sell
88,446
-11,492
-11% -$1.12M 0.18% 94
2024
Q1
$9.24M Buy
99,938
+94,414
+1,709% +$8.73M 0.2% 94
2023
Q4
$572K Sell
5,524
-83,172
-94% -$8.6M 0.01% 193
2023
Q3
$8.07M Buy
88,696
+84,128
+1,842% +$7.65M 0.21% 86
2023
Q2
$370K Buy
4,568
+62
+1% +$5.02K 0.01% 198
2023
Q1
$359K Buy
4,506
+34
+0.8% +$2.71K 0.01% 196
2022
Q4
$303K Hold
4,472
0.01% 210
2022
Q3
$232K Buy
+4,472
New +$232K 0.01% 221