Herold 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 | $432K | Buy |
6,262
+962
| +18% | +$66.4K | 0.09% | 201 |
|
|
2025
Q1 | $368K | Buy |
5,300
+900
| +20% | +$62.5K | 0.08% | 202 |
|
|
2024
Q4 | $378K | Sell |
4,400
-950
| -18% | -$81.7K | 0.08% | 203 |
|
|
2024
Q3 | $637K | Hold |
5,350
| – | – | 0.14% | 162 |
|
|
2024
Q2 | $764K | Sell |
5,350
-600
| -10% | -$85.6K | 0.18% | 144 |
|
|
2024
Q1 | $764K | Buy |
5,950
+950
| +19% | +$122K | 0.18% | 142 |
|
|
2023
Q4 | $517K | Buy |
5,000
+2,600
| +108% | +$269K | 0.14% | 155 |
|
|
2023
Q3 | $218K | Buy |
+2,400
| New | +$218K | 0.07% | 226 |
|