Eads & Heald Wealth Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,267
| Closed | -$270K | – | 142 |
|
|
2024
Q3 | $270K | Sell |
2,267
-300
| -12% | -$35.7K | 0.13% | 128 |
|
|
2024
Q2 | $366K | Sell |
2,567
-56
| -2% | -$7.98K | 0.18% | 117 |
|
|
2024
Q1 | $337K | Buy |
+2,623
| New | +$337K | 0.16% | 120 |
|
|
2017
Q1 | – | Sell |
-21,080
| Closed | -$378K | – | 132 |
|
|
2016
Q4 | $378K | Sell |
21,080
-2,120
| -9% | -$38K | 0.26% | 112 |
|
|
2016
Q3 | $482K | Hold |
23,200
| – | – | 0.33% | 104 |
|
|
2016
Q2 | $624K | Sell |
23,200
-160
| -0.7% | -$4.3K | 0.43% | 92 |
|
|
2016
Q1 | $633K | Sell |
23,360
-1,360
| -6% | -$36.9K | 0.44% | 91 |
|
|
2015
Q4 | $718K | Sell |
24,720
-210
| -0.8% | -$6.1K | 0.5% | 85 |
|
|
2015
Q3 | $676K | Sell |
24,930
-1,320
| -5% | -$35.8K | 0.48% | 86 |
|
|
2015
Q2 | $719K | Sell |
26,250
-4,840
| -16% | -$133K | 0.47% | 90 |
|
|
2015
Q1 | $830K | Sell |
31,090
-2,860
| -8% | -$76.4K | 0.53% | 82 |
|
|
2014
Q4 | $718K | Sell |
33,950
-410
| -1% | -$8.67K | 0.46% | 92 |
|
|
2014
Q3 | $818K | Sell |
34,360
-1,320
| -4% | -$31.4K | 0.55% | 82 |
|
|
2014
Q2 | $824K | Sell |
35,680
-3,870
| -10% | -$89.4K | 0.55% | 80 |
|
|
2014
Q1 | $903K | Sell |
39,550
-170
| -0.4% | -$3.88K | 0.59% | 76 |
|
|
2013
Q4 | $734K | Buy |
39,720
+1,050
| +3% | +$19.4K | 0.49% | 87 |
|
|
2013
Q3 | $654K | Sell |
38,670
-4,250
| -10% | -$71.9K | 0.47% | 89 |
|
|
2013
Q2 | $665K | Buy |
+42,920
| New | +$665K | 0.47% | 87 |
|