Crewe Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,009
| Closed | -$144K | – | 908 |
|
|
2024
Q2 | $144K | Buy |
1,009
+616
| +157% | +$87.9K | 0.02% | 221 |
|
|
2024
Q1 | $50.5K | Buy |
+393
| New | +$50.5K | 0.01% | 362 |
|
|
2023
Q4 | – | Sell |
-322
| Closed | -$29.3K | – | 607 |
|
|
2023
Q3 | $29.3K | Buy |
322
+260
| +419% | +$23.6K | 0.01% | 174 |
|
|
2023
Q2 | $5.02K | Sell |
62
-742
| -92% | -$60K | ﹤0.01% | 461 |
|
|
2023
Q1 | $64K | Sell |
804
-438
| -35% | -$34.9K | 0.01% | 281 |
|
|
2022
Q4 | $84K | Hold |
1,242
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $62K | Buy |
1,242
+252
| +25% | +$12.6K | 0.01% | 290 |
|
|
2022
Q2 | $55K | Buy |
+990
| New | +$55K | 0.01% | 285 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$4K | – | 443 |
|
|
2021
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 350 |
|
|
2021
Q1 | $3K | Sell |
90
-362
| -80% | -$12.1K | ﹤0.01% | 398 |
|
|
2020
Q4 | $16K | Hold |
452
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $16K | Buy |
+452
| New | +$16K | 0.01% | 199 |
|
|
2018
Q3 | – | Sell |
-440
| Closed | -$10K | – | 255 |
|
|
2018
Q2 | $10K | Buy |
+440
| New | +$10K | 0.01% | 212 |
|