Glass Jacobson Investment 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 | $25.5K | Sell |
370
-40
| -10% | -$2.76K | 0.01% | 359 |
|
|
2025
Q1 | $35.3K | Hold |
410
| – | – | 0.01% | 424 |
|
|
2024
Q4 | $35.3K | Sell |
410
-2,784
| -87% | -$239K | 0.01% | 424 |
|
|
2024
Q3 | $380K | Buy |
3,194
+543
| +20% | +$64.7K | 0.13% | 167 |
|
|
2024
Q2 | $378K | Sell |
2,651
-560
| -17% | -$79.9K | 0.14% | 162 |
|
|
2024
Q1 | $412K | Hold |
3,211
| – | – | 0.15% | 146 |
|
|
2023
Q4 | $332K | Buy |
3,211
+211
| +7% | +$21.8K | 0.14% | 161 |
|
|
2023
Q3 | $273K | Buy |
3,000
+960
| +47% | +$87.3K | 0.13% | 172 |
|
|
2023
Q2 | $165K | Buy |
+2,040
| New | +$165K | 0.08% | 209 |
|
|
2022
Q4 | $61K | Buy |
+902
| New | +$61K | 0.03% | 319 |
|