Financial Architects (New Jersey)’s Novo Nordisk NVO Stock Holding History

Financial Architects (New Jersey)’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$490K	Sell	6,052 -530	-8%	-$42.9K	0.07%	209
2023 Q1	$524K	Buy	6,582 +674	+11%	+$53.6K	0.08%	197
2022 Q4	$400K	Hold	5,908	–	–	0.07%	235
2022 Q3	$294K	Buy	+5,908	New	+$294K	0.05%	250
2022 Q2	–	Sell	-5,168	Closed	-$287K	–	188
2022 Q1	$287K	Hold	5,168	–	–	0.04%	269
2021 Q4	$289K	Hold	5,168	–	–	0.04%	274
2021 Q3	$248K	Sell	5,168 -188	-4%	-$9.02K	0.04%	290
2021 Q2	$224K	Buy	+5,356	New	+$224K	0.03%	313
2020 Q3	–	Sell	-5,156	Closed	-$169K	–	592
2020 Q2	$169K	Hold	5,156	–	–	0.04%	268
2020 Q1	$155K	Hold	5,156	–	–	0.04%	252
2019 Q4	$149K	Hold	5,156	–	–	0.03%	276
2019 Q3	$133K	Hold	5,156	–	–	0.03%	286
2019 Q2	$132K	Hold	5,156	–	–	0.02%	296
2019 Q1	$135K	Hold	5,156	–	–	0.02%	360
2018 Q4	$119K	Hold	5,156	–	–	0.02%	342
2018 Q3	$122K	Hold	5,156	–	–	0.02%	365
2018 Q2	$119K	Sell	5,156 -3,130	-38%	-$72.2K	0.02%	379
2018 Q1	$204K	Buy	8,286 +800	+11%	+$19.7K	0.04%	279
2017 Q4	$201K	Buy	7,486 +1,750	+31%	+$47K	0.03%	293
2017 Q3	$138K	Hold	5,736	–	–	0.02%	388
2017 Q2	$123K	Sell	5,736 -1,902	-25%	-$40.8K	0.02%	392
2017 Q1	$131K	Sell	7,638 -4,330	-36%	-$74.3K	0.02%	377
2016 Q4	$215K	Sell	11,968 -2,050	-15%	-$36.8K	0.05%	243
2016 Q3	$291K	Buy	14,018 +110	+0.8%	+$2.28K	0.08%	191
2016 Q2	$374K	Buy	13,908 +222	+2%	+$5.97K	0.11%	161
2016 Q1	$371K	Hold	13,686	–	–	0.13%	126
2015 Q4	$397K	Hold	13,686	–	–	0.16%	136
2015 Q3	$371K	Sell	13,686 -630	-4%	-$17.1K	0.16%	132
2015 Q2	$392K	Sell	14,316 -1,000	-7%	-$27.4K	0.14%	123
2015 Q1	$409K	Buy	15,316 +6,760	+79%	+$181K	0.16%	115
2014 Q4	$181K	Buy	8,556 +96	+1%	+$2.03K	0.08%	180
2014 Q3	$201K	Hold	8,460	–	–	0.1%	147
2014 Q2	$195K	Buy	+8,460	New	+$195K	0.09%	152
2013 Q4	–	Sell	-240	Closed	-$4K	–	421
2013 Q3	$4K	Buy	+240	New	+$4K	﹤0.01%	612