Clearstead 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
Q2 | $1.3M | Sell |
18,831
-3,479
| -16% | -$240K | 0.02% | 382 |
|
|
2025
Q1 | $1.55M | Sell |
22,310
-604
| -3% | -$41.9K | 0.02% | 339 |
|
|
2024
Q4 | $1.97M | Sell |
22,914
-33
| -0.1% | -$2.84K | 0.03% | 293 |
|
|
2024
Q3 | $2.73M | Buy |
22,947
+7,220
| +46% | +$860K | 0.04% | 254 |
|
|
2024
Q2 | $2.24M | Buy |
15,727
+13,113
| +502% | +$1.87M | 0.04% | 263 |
|
|
2024
Q1 | $346K | Buy |
2,614
+35
| +1% | +$4.64K | 0.02% | 376 |
|
|
2023
Q4 | $267K | Sell |
2,579
-2,547
| -50% | -$263K | 0.01% | 418 |
|
|
2023
Q3 | $466K | Buy |
5,126
+2,964
| +137% | +$270K | 0.01% | 418 |
|
|
2023
Q2 | $175K | Buy |
2,162
+1,154
| +114% | +$93.4K | 0.01% | 450 |
|
|
2023
Q1 | $80.2K | Buy |
1,008
+380
| +61% | +$30.2K | 0.01% | 554 |
|
|
2022
Q4 | $42.5K | Hold |
628
| – | – | ﹤0.01% | 649 |
|
|
2022
Q3 | $31K | Hold |
628
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $35K | Hold |
628
| – | – | ﹤0.01% | 692 |
|
|
2022
Q1 | $35K | Hold |
628
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $35K | Hold |
628
| – | – | ﹤0.01% | 715 |
|
|
2021
Q3 | $30K | Buy |
628
+328
| +109% | +$15.7K | ﹤0.01% | 704 |
|
|
2021
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 766 |
|
|
2021
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 781 |
|
|
2020
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 721 |
|
|
2020
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 663 |
|
|
2020
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 587 |
|