Eagle Ridge Investment 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 | $326K | Hold |
3,789
| – | – | 0.03% | 116 |
|
|
2024
Q3 | $451K | Buy |
3,789
+77
| +2% | +$9.17K | 0.04% | 104 |
|
|
2024
Q2 | $530K | Hold |
3,712
| – | – | 0.05% | 99 |
|
|
2024
Q1 | $477K | Hold |
3,712
| – | – | 0.04% | 102 |
|
|
2023
Q4 | $384K | Buy |
3,712
+562
| +18% | +$58.1K | 0.04% | 110 |
|
|
2023
Q3 | $286K | Hold |
3,150
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $255K | Hold |
3,150
| – | – | 0.03% | 134 |
|
|
2023
Q1 | $251K | Hold |
3,150
| – | – | 0.03% | 139 |
|
|
2022
Q4 | $213K | Buy |
+3,150
| New | +$213K | 0.02% | 148 |
|
|
2021
Q4 | – | Sell |
-4,480
| Closed | -$215K | – | 159 |
|
|
2021
Q3 | $215K | Buy |
+4,480
| New | +$215K | 0.02% | 139 |
|