Icon Wealth Partners’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.02M | Buy |
22,233
+9,189
| +70% | +$836K | 0.23% | 83 |
|
|
2023
Q2 | $1.06M | Sell |
13,044
-956
| -7% | -$77.4K | 0.11% | 129 |
|
|
2023
Q1 | $1.11M | Buy |
+14,000
| New | +$1.11M | 0.12% | 130 |
|
|
2022
Q2 | $830K | Sell |
14,896
-3,542
| -19% | -$197K | 0.1% | 153 |
|
|
2022
Q1 | $1.02M | Sell |
18,438
-40
| -0.2% | -$2.22K | 0.1% | 145 |
|
|
2021
Q4 | $1.04M | Buy |
18,478
+116
| +0.6% | +$6.5K | 0.1% | 149 |
|
|
2021
Q3 | $881K | Buy |
18,362
+1,268
| +7% | +$60.8K | 0.09% | 167 |
|
|
2021
Q2 | $716K | Buy |
17,094
+1,412
| +9% | +$59.1K | 0.08% | 190 |
|
|
2021
Q1 | $529K | Buy |
15,682
+1,256
| +9% | +$42.4K | 0.07% | 207 |
|
|
2020
Q4 | $504K | Buy |
14,426
+2,998
| +26% | +$105K | 0.08% | 173 |
|
|
2020
Q3 | $397K | Buy |
11,428
+2,656
| +30% | +$92.3K | 0.08% | 165 |
|
|
2020
Q2 | $287K | Sell |
8,772
-490
| -5% | -$16K | 0.07% | 190 |
|
|
2020
Q1 | $279K | Sell |
9,262
-762
| -8% | -$23K | 0.11% | 108 |
|
|
2019
Q4 | $290K | Sell |
10,024
-204
| -2% | -$5.9K | 0.09% | 125 |
|
|
2019
Q3 | $264K | Sell |
10,228
-28
| -0.3% | -$723 | 0.09% | 124 |
|
|
2019
Q2 | $262K | Sell |
10,256
-160
| -2% | -$4.09K | 0.09% | 125 |
|
|
2019
Q1 | $272K | Buy |
10,416
+348
| +3% | +$9.09K | 0.1% | 124 |
|
|
2018
Q4 | $232K | Sell |
10,068
-4,854
| -33% | -$112K | 0.11% | 128 |
|
|
2018
Q3 | $352K | Buy |
14,922
+8,900
| +148% | +$210K | 0.15% | 113 |
|
|
2018
Q2 | $139K | Sell |
6,022
-984
| -14% | -$22.7K | 0.06% | 199 |
|
|
2018
Q1 | $175K | Sell |
7,006
-1,056
| -13% | -$26.4K | 0.09% | 177 |
|
|
2017
Q4 | $216K | Buy |
+8,062
| New | +$216K | 0.11% | 165 |
|