Gladstone Institutional Advisory’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,303
| Closed | -$274K | – | 725 |
|
|
2024
Q3 | $274K | Buy |
2,303
+78
| +4% | +$9.29K | 0.01% | 590 |
|
|
2024
Q2 | $318K | Sell |
2,225
-575
| -21% | -$82.1K | 0.02% | 524 |
|
|
2024
Q1 | $360K | Sell |
2,800
-769
| -22% | -$98.7K | 0.02% | 493 |
|
|
2023
Q4 | $369K | Buy |
3,569
+60
| +2% | +$6.21K | 0.02% | 481 |
|
|
2023
Q3 | $319K | Buy |
+3,509
| New | +$319K | 0.02% | 477 |
|
|
2023
Q1 | – | Sell |
-3,206
| Closed | -$217K | – | 700 |
|
|
2022
Q4 | $217K | Buy |
+3,206
| New | +$217K | 0.02% | 580 |
|
|
2022
Q3 | – | Sell |
-3,850
| Closed | -$214K | – | 666 |
|
|
2022
Q2 | $214K | Buy |
+3,850
| New | +$214K | 0.02% | 595 |
|
|
2022
Q1 | – | Sell |
-3,608
| Closed | -$202K | – | 740 |
|
|
2021
Q4 | $202K | Buy |
+3,608
| New | +$202K | 0.02% | 566 |
|