Heritage Wealth 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 | $72.5K | Hold |
1,050
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $72.9K | Sell |
1,050
-800
| -43% | -$55.6K | ﹤0.01% | 271 |
|
|
2024
Q4 | $159K | Hold |
1,850
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $220K | Hold |
1,850
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $264K | Hold |
1,850
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $238K | Hold |
1,850
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $191K | Hold |
1,850
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $168K | Hold |
1,850
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $150K | Hold |
1,850
| – | – | 0.01% | 227 |
|
|
2023
Q1 | $147K | Hold |
1,850
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $125K | Hold |
1,850
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $92.2K | Hold |
1,850
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $103K | Buy |
+1,850
| New | +$103K | 0.01% | 255 |
|
|
2020
Q1 | – | Sell |
-178
| Closed | -$5.15K | – | 542 |
|
|
2019
Q4 | $5.15K | Buy |
+178
| New | +$5.15K | ﹤0.01% | 442 |
|
|
2019
Q3 | – | Sell |
-640
| Closed | -$16.3K | – | 459 |
|
|
2019
Q2 | $16.3K | Hold |
640
| – | – | ﹤0.01% | 356 |
|
|
2019
Q1 | $16.7K | Hold |
640
| – | – | ﹤0.01% | 322 |
|
|
2018
Q4 | $14K | Hold |
640
| – | – | ﹤0.01% | 286 |
|
|
2018
Q3 | $15K | Buy |
+640
| New | +$15K | ﹤0.01% | 282 |
|