EWM
Evercore Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-61,190
| Closed | -$3.32M | – | 1048 |
|
|
2015
Q3 | $3.32M | Hold |
61,190
| – | – | 0.16% | 105 |
|
|
2015
Q2 | $3.35M | Buy |
61,190
+3,700
| +6% | +$203K | 0.15% | 113 |
|
|
2015
Q1 | $3.07M | Buy |
57,490
+1,525
| +3% | +$81.4K | 0.14% | 114 |
|
|
2014
Q4 | $2.37M | Buy |
55,965
+2,825
| +5% | +$120K | 0.12% | 115 |
|
|
2014
Q3 | $2.53M | Buy |
53,140
+515
| +1% | +$24.5K | 0.13% | 127 |
|
|
2014
Q2 | $2.43M | Sell |
52,625
-430
| -0.8% | -$19.9K | 0.13% | 127 |
|
|
2014
Q1 | $2.42M | Buy |
53,055
+38,774
| +272% | +$1.77M | 0.14% | 126 |
|
|
2013
Q4 | $2.64M | Buy |
14,281
+3,073
| +27% | +$568K | 0.15% | 127 |
|
|
2013
Q3 | $1.9M | Buy |
11,208
+67
| +0.6% | +$11.3K | 0.11% | 164 |
|
|
2013
Q2 | $1.73M | Buy |
+11,141
| New | +$1.73M | 0.1% | 167 |
|