First Dallas Securities’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,654
| Closed | -$486K | – | 118 |
|
2024
Q4 | $486K | Buy |
5,654
+838
| +17% | +$72K | 0.2% | 85 |
|
2024
Q3 | $573K | Sell |
4,816
-4,499
| -48% | -$536K | 0.24% | 75 |
|
2024
Q2 | $1.33M | Sell |
9,315
-6,161
| -40% | -$879K | 0.58% | 43 |
|
2024
Q1 | $1.99M | Sell |
15,476
-600
| -4% | -$77K | 0.91% | 34 |
|
2023
Q4 | $1.66M | Sell |
16,076
-4,786
| -23% | -$495K | 0.86% | 36 |
|
2023
Q3 | $2.63M | Buy |
20,862
+3,648
| +21% | +$461K | 0.6% | 52 |
|
2023
Q2 | $1.39M | Buy |
17,214
+5,992
| +53% | +$485K | 0.78% | 40 |
|
2023
Q1 | $893K | Buy |
11,222
+5,200
| +86% | +$414K | 0.53% | 49 |
|
2022
Q4 | $408K | Buy |
+6,022
| New | +$408K | 0.25% | 89 |
|