EFS
Essex Financial Services’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
8,052
+107
| +1% | +$7.39K | 0.04% | 386 |
|
|
2025
Q1 | $552K | Sell |
7,945
-4,875
| -38% | -$339K | 0.04% | 358 |
|
|
2024
Q4 | $1.1M | Sell |
12,820
-168
| -1% | -$14.5K | 0.08% | 219 |
|
|
2024
Q3 | $1.51M | Sell |
12,988
-2,129
| -14% | -$248K | 0.11% | 175 |
|
|
2024
Q2 | $1.94M | Buy |
15,117
+2,410
| +19% | +$309K | 0.14% | 139 |
|
|
2024
Q1 | $1.63M | Buy |
12,707
+4,438
| +54% | +$570K | 0.15% | 138 |
|
|
2023
Q4 | $856K | Buy |
8,269
+1,366
| +20% | +$141K | 0.09% | 218 |
|
|
2023
Q3 | $628K | Buy |
6,903
+3,456
| +100% | +$314K | 0.07% | 246 |
|
|
2023
Q2 | $558K | Buy |
3,447
+17
| +0.5% | +$2.75K | 0.06% | 261 |
|
|
2023
Q1 | $546K | Buy |
3,430
+24
| +0.7% | +$3.82K | 0.06% | 271 |
|
|
2022
Q4 | $460K | Buy |
3,406
+384
| +13% | +$51.9K | 0.05% | 291 |
|
|
2022
Q3 | $301K | Buy |
3,022
+1,127
| +59% | +$112K | 0.04% | 339 |
|
|
2022
Q2 | $211K | Buy |
1,895
+29
| +2% | +$3.23K | 0.02% | 450 |
|
|
2022
Q1 | $207K | Hold |
1,866
| – | – | 0.02% | 474 |
|
|
2021
Q4 | $209K | Buy |
+1,866
| New | +$209K | 0.02% | 467 |
|
|
2019
Q1 | – | Sell |
-4,330
| Closed | -$246K | – | 251 |
|
|
2018
Q4 | $246K | Buy |
+4,330
| New | +$246K | 0.08% | 205 |
|
|
2017
Q3 | – | Sell |
-5,438
| Closed | -$233K | – | 324 |
|
|
2017
Q2 | $233K | Buy |
+5,438
| New | +$233K | 0.05% | 312 |
|
|
2017
Q1 | – | Sell |
-6,138
| Closed | -$220K | – | 335 |
|
|
2016
Q4 | $220K | Sell |
6,138
-1,567
| -20% | -$56.2K | 0.05% | 291 |
|
|
2016
Q3 | $320K | Buy |
7,705
+75
| +1% | +$3.12K | 0.08% | 231 |
|
|
2016
Q2 | $410K | Sell |
7,630
-2,750
| -26% | -$148K | 0.1% | 190 |
|
|
2016
Q1 | $562K | Sell |
10,380
-1,175
| -10% | -$63.6K | 0.14% | 155 |
|
|
2015
Q4 | $671K | Sell |
11,555
-725
| -6% | -$42.1K | 0.16% | 143 |
|
|
2015
Q3 | $666K | Buy |
12,280
+180
| +1% | +$9.76K | 0.17% | 134 |
|
|
2015
Q2 | $663K | Hold |
12,100
| – | – | 0.17% | 140 |
|
|
2015
Q1 | $646K | Hold |
12,100
| – | – | 0.17% | 143 |
|
|
2014
Q4 | $512K | Hold |
12,100
| – | – | 0.13% | 172 |
|
|
2014
Q3 | $576K | Buy |
12,100
+1,200
| +11% | +$57.1K | 0.17% | 143 |
|
|
2014
Q2 | $503K | Buy |
10,900
+500
| +5% | +$23.1K | 0.15% | 156 |
|
|
2014
Q1 | $475K | Buy |
10,400
+8,720
| +519% | +$398K | 0.16% | 149 |
|
|
2013
Q4 | $310K | Sell |
1,680
-150
| -8% | -$27.7K | 0.1% | 198 |
|
|
2013
Q3 | $310 | Hold |
1,830
| – | – | 0.1% | 190 |
|
|
2013
Q2 | $284K | Buy |
+1,830
| New | +$284K | 0.1% | 194 |
|