HBK Sorce Advisory’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 | $749K | Sell |
10,851
-303
| -3% | -$20.9K | 0.02% | 273 |
|
|
2025
Q1 | $775K | Buy |
11,154
+1,302
| +13% | +$90.4K | 0.02% | 254 |
|
|
2024
Q4 | $847K | Sell |
9,852
-3,230
| -25% | -$278K | 0.03% | 243 |
|
|
2024
Q3 | $1.56M | Sell |
13,082
-445
| -3% | -$53K | 0.05% | 165 |
|
|
2024
Q2 | $1.93M | Buy |
13,527
+730
| +6% | +$104K | 0.07% | 140 |
|
|
2024
Q1 | $1.64M | Buy |
12,797
+1,603
| +14% | +$206K | 0.06% | 161 |
|
|
2023
Q4 | $1.16M | Sell |
11,194
-241
| -2% | -$24.9K | 0.04% | 185 |
|
|
2023
Q3 | $1.04M | Buy |
11,435
+4,501
| +65% | +$409K | 0.05% | 188 |
|
|
2023
Q2 | $561K | Sell |
6,934
-62
| -0.9% | -$5.02K | 0.02% | 301 |
|
|
2023
Q1 | $557K | Sell |
6,996
-7,736
| -53% | -$616K | 0.03% | 302 |
|
|
2022
Q4 | $997K | Buy |
14,732
+7,384
| +100% | +$500K | 0.03% | 286 |
|
|
2022
Q3 | $366K | Sell |
7,348
-70
| -0.9% | -$3.49K | 0.02% | 321 |
|
|
2022
Q2 | $413K | Sell |
7,418
-18
| -0.2% | -$1K | 0.03% | 270 |
|
|
2022
Q1 | $413K | Sell |
7,436
-24
| -0.3% | -$1.33K | 0.02% | 331 |
|
|
2021
Q4 | $418K | Sell |
7,460
-6
| -0.1% | -$336 | 0.02% | 370 |
|
|
2021
Q3 | $358K | Buy |
7,466
+34
| +0.5% | +$1.63K | 0.02% | 394 |
|
|
2021
Q2 | $311K | Sell |
7,432
-224
| -3% | -$9.37K | 0.02% | 440 |
|
|
2021
Q1 | $258K | Sell |
7,656
-206
| -3% | -$6.94K | 0.02% | 437 |
|
|
2020
Q4 | $275K | Buy |
7,862
+1,966
| +33% | +$68.8K | 0.02% | 401 |
|
|
2020
Q3 | $205K | Sell |
5,896
-772
| -12% | -$26.8K | 0.01% | 421 |
|
|
2020
Q2 | $218K | Buy |
+6,668
| New | +$218K | 0.02% | 389 |
|