Colonial Trust 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 | $227K | Sell |
3,287
-228
| -6% | -$15.7K | 0.02% | 191 |
|
|
2025
Q1 | $244K | Buy |
3,515
+2,965
| +539% | +$206K | 0.02% | 187 |
|
|
2024
Q4 | $47.3K | Hold |
550
| – | – | ﹤0.01% | 315 |
|
|
2024
Q3 | $65.5K | Hold |
550
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $78.5K | Buy |
550
+4
| +0.7% | +$571 | 0.01% | 273 |
|
|
2024
Q1 | $70.1K | Buy |
546
+96
| +21% | +$12.3K | 0.01% | 283 |
|
|
2023
Q4 | $46.6K | Hold |
450
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $40.9K | Hold |
450
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $36.4K | Hold |
450
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $35.8K | Hold |
450
| – | – | ﹤0.01% | 370 |
|
|
2022
Q4 | $30.5K | Buy |
+450
| New | +$30.5K | ﹤0.01% | 387 |
|