Douglas Lane & Associates’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,860
| Closed | -$337K | – | 240 |
|
|
2025
Q1 | $337K | Hold |
4,860
| – | – | 0.01% | 205 |
|
|
2024
Q4 | $418K | Buy |
4,860
+55
| +1% | +$5.95K | 0.01% | 191 |
|
|
2024
Q3 | $572K | Hold |
4,805
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $686K | Buy |
4,805
+63
| +1% | +$8.35K | 0.01% | 170 |
|
|
2024
Q1 | $609K | Hold |
4,742
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $491K | Sell |
4,742
-200
| -4% | -$19.8K | 0.01% | 178 |
|
|
2023
Q3 | $449K | Sell |
4,942
-100
| -2% | -$8.81K | 0.01% | 176 |
|
|
2023
Q2 | $408K | Hold |
5,042
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $401K | Sell |
5,042
-92
| -2% | -$6.52K | 0.01% | 186 |
|
|
2022
Q4 | $347K | Sell |
5,134
-1,358
| -21% | -$79.6K | 0.01% | 194 |
|
|
2022
Q3 | $323K | Sell |
6,492
-300
| -4% | -$16.1K | 0.01% | 191 |
|
|
2022
Q2 | $378K | Hold |
6,792
| – | – | 0.01% | 189 |
|
|
2022
Q1 | $377K | Sell |
6,792
-66
| -1% | -$3.39K | 0.01% | 192 |
|
|
2021
Q4 | $384K | Sell |
6,858
-150
| -2% | -$8.13K | 0.01% | 193 |
|
|
2021
Q3 | $336K | Hold |
7,008
| – | – | ﹤0.01% | 193 |
|
|
2021
Q2 | $294K | Sell |
7,008
-700
| -9% | -$27.1K | ﹤0.01% | 195 |
|
|
2021
Q1 | $260K | Sell |
7,708
-100
| -1% | -$3.56K | ﹤0.01% | 194 |
|
|
2020
Q4 | $273K | Buy |
7,808
+100
| +1% | +$3.46K | ﹤0.01% | 189 |
|
|
2020
Q3 | $268K | Sell |
7,708
-370
| -5% | -$12.3K | 0.01% | 185 |
|
|
2020
Q2 | $264K | Buy |
8,078
+1,060
| +15% | +$33.8K | 0.01% | 184 |
|
|
2020
Q1 | $211K | Sell |
7,018
-6,202
| -47% | -$185K | 0.01% | 187 |
|
|
2019
Q4 | $383K | Buy |
13,220
+420
| +3% | +$11.6K | 0.01% | 174 |
|
|
2019
Q3 | $331K | Hold |
12,800
| – | – | 0.01% | 182 |
|
|
2019
Q2 | $327K | Sell |
12,800
-3,606
| -22% | -$89.1K | 0.01% | 188 |
|
|
2019
Q1 | $429K | Hold |
16,406
| – | – | 0.01% | 177 |
|
|
2018
Q4 | $378K | Buy |
+16,406
| New | +$365K | 0.01% | 177 |
|
|
2017
Q4 | – | Sell |
-14,710
| Closed | -$354K | – | 208 |
|
|
2017
Q3 | $354K | Sell |
14,710
-35,210
| -71% | -$796K | 0.01% | 178 |
|
|
2017
Q2 | $1.07M | Sell |
49,920
-30,430
| -38% | -$614K | 0.03% | 146 |
|
|
2017
Q1 | $1.38M | Sell |
80,350
-56,456
| -41% | -$983K | 0.03% | 140 |
|
|
2016
Q4 | $2.45M | Sell |
136,806
-187,886
| -58% | -$3.41M | 0.06% | 131 |
|
|
2016
Q3 | $6.75M | Sell |
324,692
-158,624
| -33% | -$3.93M | 0.18% | 107 |
|
|
2016
Q2 | $13M | Sell |
483,316
-114,802
| -19% | -$3.15M | 0.37% | 88 |
|
|
2016
Q1 | $16.2M | Buy |
+598,118
| New | +$16M | 0.44% | 82 |
|
Other funds holding NVO
F
