First Foundation Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.03M | Buy |
43,945
+40,226
| +1,082% | +$2.78M | 0.11% | 116 |
|
2025
Q1 | $258K | Sell |
3,719
-840
| -18% | -$58.3K | 0.01% | 287 |
|
2024
Q4 | $392K | Sell |
4,559
-1,446
| -24% | -$124K | 0.01% | 253 |
|
2024
Q3 | $715K | Sell |
6,005
-698
| -10% | -$83.1K | 0.03% | 195 |
|
2024
Q2 | $957K | Sell |
6,703
-713
| -10% | -$102K | 0.04% | 169 |
|
2024
Q1 | $952K | Buy |
7,416
+223
| +3% | +$28.6K | 0.04% | 177 |
|
2023
Q4 | $744K | Sell |
7,193
-485
| -6% | -$50.2K | 0.03% | 191 |
|
2023
Q3 | $698K | Sell |
7,678
-542
| -7% | -$49.3K | 0.03% | 213 |
|
2023
Q2 | $665K | Buy |
8,220
+594
| +8% | +$48.1K | 0.03% | 209 |
|
2023
Q1 | $607K | Buy |
7,626
+878
| +13% | +$69.9K | 0.03% | 213 |
|
2022
Q4 | $457K | Buy |
6,748
+904
| +15% | +$61.2K | 0.02% | 260 |
|
2022
Q3 | $291K | Buy |
5,844
+1,718
| +42% | +$85.5K | 0.01% | 295 |
|
2022
Q2 | $230K | Buy |
+4,126
| New | +$230K | 0.01% | 355 |
|