FinTrust Capital Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $300K | Buy |
2,519
+295
| +13% | +$35.1K | 0.05% | 248 |
|
|
2024
Q2 | $317K | Buy |
2,224
+88
| +4% | +$12.6K | 0.06% | 220 |
|
|
2024
Q1 | $274K | Buy |
2,136
+249
| +13% | +$32K | 0.05% | 241 |
|
|
2023
Q4 | $195K | Buy |
1,887
+285
| +18% | +$29.5K | 0.04% | 276 |
|
|
2023
Q3 | $146K | Sell |
1,602
-242
| -13% | -$22K | 0.03% | 294 |
|
|
2023
Q2 | $125K | Hold |
1,844
| – | – | 0.03% | 323 |
|
|
2023
Q1 | $125K | Hold |
1,844
| – | – | 0.03% | 321 |
|
|
2022
Q4 | $125K | Buy |
1,844
+44
| +2% | +$2.98K | 0.03% | 321 |
|
|
2022
Q3 | $96K | Sell |
1,800
-510
| -22% | -$27.2K | 0.02% | 377 |
|
|
2022
Q2 | $132K | Buy |
2,310
+884
| +62% | +$50.5K | 0.03% | 331 |
|
|
2022
Q1 | $78K | Sell |
1,426
-34
| -2% | -$1.86K | 0.02% | 465 |
|
|
2021
Q4 | $82K | Buy |
1,460
+216
| +17% | +$12.1K | 0.02% | 461 |
|
|
2021
Q3 | $60K | Buy |
1,244
+20
| +2% | +$965 | 0.02% | 514 |
|
|
2021
Q2 | $51K | Sell |
1,224
-228
| -16% | -$9.5K | 0.01% | 546 |
|
|
2021
Q1 | $49K | Buy |
1,452
+1,166
| +408% | +$39.3K | 0.01% | 538 |
|
|
2020
Q4 | $10K | Sell |
286
-28
| -9% | -$979 | ﹤0.01% | 832 |
|
|
2020
Q3 | $11 | Hold |
314
| – | – | ﹤0.01% | 771 |
|
|
2020
Q2 | $10K | Buy |
314
+130
| +71% | +$4.14K | ﹤0.01% | 723 |
|
|
2020
Q1 | $6K | Hold |
184
| – | – | ﹤0.01% | 844 |
|
|
2019
Q4 | $5K | Hold |
184
| – | – | ﹤0.01% | 859 |
|
|
2019
Q3 | $5K | Sell |
184
-90
| -33% | -$2.45K | ﹤0.01% | 857 |
|
|
2019
Q2 | $7K | Sell |
274
-520
| -65% | -$13.3K | ﹤0.01% | 776 |
|
|
2019
Q1 | $21K | Buy |
794
+112
| +16% | +$2.96K | 0.01% | 594 |
|
|
2018
Q4 | $16K | Buy |
+682
| New | +$16K | 0.01% | 650 |
|