EWA
EverSource Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
4,891
+511
| +12% | +$35.3K | 0.02% | 618 |
|
|
2025
Q1 | $304K | Sell |
4,380
-1,037
| -19% | -$72K | 0.02% | 520 |
|
|
2024
Q4 | $466K | Sell |
5,417
-14,019
| -72% | -$1.21M | 0.03% | 390 |
|
|
2024
Q3 | $2.31M | Sell |
19,436
-4,362
| -18% | -$519K | 0.15% | 126 |
|
|
2024
Q2 | $3.16M | Buy |
23,798
+2,038
| +9% | +$270K | 0.21% | 99 |
|
|
2024
Q1 | $2.79M | Buy |
21,760
+21
| +0.1% | +$2.7K | 0.22% | 98 |
|
|
2023
Q4 | $2.25M | Sell |
21,739
-65
| -0.3% | -$6.72K | 0.21% | 104 |
|
|
2023
Q3 | $1.98M | Buy |
21,804
+10,927
| +100% | +$994K | 0.21% | 103 |
|
|
2023
Q2 | $1.76M | Buy |
10,877
+7,341
| +208% | +$1.19M | 0.19% | 108 |
|
|
2023
Q1 | $563K | Sell |
3,536
-116
| -3% | -$18.5K | 0.07% | 202 |
|
|
2022
Q4 | $494K | Sell |
3,652
-1,087
| -23% | -$147K | 0.07% | 198 |
|
|
2022
Q3 | $472K | Buy |
4,739
+243
| +5% | +$24.2K | 0.11% | 181 |
|
|
2022
Q2 | $502K | Buy |
4,496
+1,823
| +68% | +$204K | 0.13% | 144 |
|
|
2022
Q1 | $297K | Buy |
2,673
+1,963
| +276% | +$218K | 0.08% | 212 |
|
|
2021
Q4 | $80K | Buy |
+710
| New | +$80K | 0.02% | 338 |
|