Capital Asset Advisory Services’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 |
-2,763
| Closed | -$242K | – | 303 |
|
|
2024
Q4 | $242K | Sell |
2,763
-3
| -0.1% | -$263 | 0.01% | 284 |
|
|
2024
Q3 | $324K | Sell |
2,766
-654
| -19% | -$76.7K | 0.02% | 243 |
|
|
2024
Q2 | $480K | Buy |
3,420
+18
| +0.5% | +$2.53K | 0.03% | 186 |
|
|
2024
Q1 | $428K | Buy |
3,402
+1,271
| +60% | +$160K | 0.02% | 201 |
|
|
2023
Q4 | $220K | Buy |
2,131
+84
| +4% | +$8.69K | 0.01% | 280 |
|
|
2023
Q3 | $202K | Buy |
+2,047
| New | +$202K | 0.01% | 301 |
|
|
2021
Q1 | – | Sell |
-1,312
| Closed | -$46K | – | 1222 |
|
|
2020
Q4 | $46K | Buy |
+1,312
| New | +$46K | 0.01% | 640 |
|