CIA
Choate Investment Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
213,786
+32,727
| +18% | +$2.26M | 0.32% | 41 |
|
|
2025
Q1 | $12.6M | Buy |
181,059
+134,196
| +286% | +$9.32M | 0.31% | 50 |
|
|
2024
Q4 | $4.03M | Buy |
46,863
+4,288
| +10% | +$369K | 0.1% | 95 |
|
|
2024
Q3 | $5.07M | Sell |
42,575
-812
| -2% | -$96.7K | 0.13% | 83 |
|
|
2024
Q2 | $6.19M | Sell |
43,387
-847
| -2% | -$121K | 0.16% | 73 |
|
|
2024
Q1 | $5.68M | Buy |
44,234
+957
| +2% | +$123K | 0.15% | 81 |
|
|
2023
Q4 | $4.48M | Buy |
43,277
+35,685
| +470% | +$3.69M | 0.14% | 85 |
|
|
2023
Q3 | $690K | Buy |
7,592
+3,695
| +95% | +$336K | 0.03% | 205 |
|
|
2023
Q2 | $631K | Buy |
3,897
+1,479
| +61% | +$239K | 0.03% | 186 |
|
|
2023
Q1 | $385K | Hold |
2,418
| – | – | 0.02% | 206 |
|
|
2022
Q4 | $327K | Sell |
2,418
-172
| -7% | -$23.3K | 0.02% | 216 |
|
|
2022
Q3 | $258K | Hold |
2,590
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $289K | Hold |
2,590
| – | – | 0.02% | 220 |
|
|
2022
Q1 | $288K | Hold |
2,590
| – | – | 0.02% | 248 |
|
|
2021
Q4 | $290K | Hold |
2,590
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $249K | Hold |
2,590
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $216K | Buy |
+2,590
| New | +$216K | 0.01% | 255 |
|
|
2021
Q1 | – | Sell |
-2,920
| Closed | -$204K | – | 308 |
|
|
2020
Q4 | $204K | Buy |
+2,920
| New | +$204K | 0.01% | 235 |
|
|
2014
Q3 | – | Sell |
-875
| Closed | -$40.4K | – | 289 |
|
|
2014
Q2 | $40.4K | Hold |
875
| – | – | ﹤0.01% | 275 |
|
|
2014
Q1 | $39.9K | Buy |
+875
| New | +$39.9K | ﹤0.01% | 273 |
|