CIA
Concurrent Investment Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
59,441
+15,585
| +36% | +$1.08M | 0.08% | 260 |
|
|
2025
Q1 | $3.05M | Buy |
43,856
+8,807
| +25% | +$612K | 0.07% | 271 |
|
|
2024
Q4 | $3.01M | Sell |
35,049
-1,382
| -4% | -$119K | 0.08% | 246 |
|
|
2024
Q3 | $4.34M | Buy |
36,431
+807
| +2% | +$96.1K | 0.13% | 167 |
|
|
2024
Q2 | $5.08M | Buy |
35,624
+547
| +2% | +$78.1K | 0.17% | 133 |
|
|
2024
Q1 | $4.5M | Buy |
35,077
+18,466
| +111% | +$2.37M | 0.18% | 129 |
|
|
2023
Q4 | $1.72M | Buy |
+16,611
| New | +$1.72M | 0.08% | 255 |
|