Cedar Brook Financial Partners’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,472
| Closed | -$831K | – | 278 |
|
|
2024
Q1 | $831K | Buy |
6,472
+83
| +1% | +$10.7K | 0.16% | 145 |
|
|
2023
Q4 | $682K | Sell |
6,389
-1,646
| -20% | -$176K | 0.15% | 151 |
|
|
2023
Q3 | $731K | Sell |
8,035
-309
| -4% | -$28.1K | 0.19% | 125 |
|
|
2023
Q2 | $675K | Sell |
8,344
-42
| -0.5% | -$3.4K | 0.16% | 141 |
|
|
2023
Q1 | $667K | Buy |
8,386
+1,210
| +17% | +$96.3K | 0.17% | 139 |
|
|
2022
Q4 | $486K | Sell |
7,176
-298
| -4% | -$20.2K | 0.14% | 179 |
|
|
2022
Q3 | $372K | Sell |
7,474
-1,400
| -16% | -$69.7K | 0.12% | 200 |
|
|
2022
Q2 | $494K | Buy |
8,874
+258
| +3% | +$14.4K | 0.15% | 166 |
|
|
2022
Q1 | $478K | Buy |
8,616
+402
| +5% | +$22.3K | 0.12% | 189 |
|
|
2021
Q4 | $460K | Sell |
8,214
-38
| -0.5% | -$2.13K | 0.12% | 195 |
|
|
2021
Q3 | $396K | Sell |
8,252
-298
| -3% | -$14.3K | 0.12% | 199 |
|
|
2021
Q2 | $358K | Sell |
8,550
-1,288
| -13% | -$53.9K | 0.1% | 232 |
|
|
2021
Q1 | $332K | Sell |
9,838
-344
| -3% | -$11.6K | 0.12% | 205 |
|
|
2020
Q4 | $356K | Buy |
10,182
+836
| +9% | +$29.2K | 0.13% | 185 |
|
|
2020
Q3 | $324K | Sell |
9,346
-556
| -6% | -$19.3K | 0.13% | 189 |
|
|
2020
Q2 | $324K | Buy |
9,902
+442
| +5% | +$14.5K | 0.14% | 178 |
|
|
2020
Q1 | $285K | Buy |
9,460
+784
| +9% | +$23.6K | 0.16% | 176 |
|
|
2019
Q4 | $251K | Sell |
8,676
-116
| -1% | -$3.36K | 0.11% | 238 |
|
|
2019
Q3 | $227K | Sell |
8,792
-2
| -0% | -$52 | 0.1% | 254 |
|
|
2019
Q2 | $224K | Sell |
8,794
-92
| -1% | -$2.34K | 0.1% | 259 |
|
|
2019
Q1 | $232K | Buy |
+8,886
| New | +$232K | 0.11% | 241 |
|