CAS
Coppell Advisory Solutions’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
+28,655
| New | +$1.96M | 0.23% | 88 |
|
|
2025
Q1 | – | Sell |
-28,048
| Closed | -$2.4M | – | 1347 |
|
|
2024
Q4 | $2.4M | Buy |
28,048
+6,732
| +32% | +$577K | 0.34% | 61 |
|
|
2024
Q3 | $2.57M | Buy |
21,316
+1,895
| +10% | +$229K | 0.38% | 61 |
|
|
2024
Q2 | $2.77M | Buy |
+19,421
| New | +$2.77M | 0.46% | 44 |
|
|
2023
Q4 | $2.27M | Buy |
21,924
+10,112
| +86% | +$1.05M | 0.45% | 46 |
|
|
2023
Q3 | $1.6M | Buy |
11,812
+1,216
| +11% | -$1.27M | 0.55% | 46 |
|
|
2023
Q2 | $1.66M | Buy |
10,596
+1,235
| +13% | +$194K | 0.47% | 48 |
|
|
2023
Q1 | $1.48M | Sell |
9,361
-2,451
| -21% | -$387K | 0.48% | 52 |
|
|
2022
Q4 | $1.6M | Buy |
+11,812
| New | +$1.6M | 0.54% | 45 |
|
|
2020
Q4 | $468K | Buy |
+6,707
| New | +$468K | 0.24% | 101 |
|