J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $91.6M | Buy |
1,006,740
+16,620
| +2% | +$1.51M | 0.26% | 92 |
|
|
2023
Q2 | $80.1M | Sell |
990,120
-23,918
| -2% | -$1.94M | 0.42% | 52 |
|
|
2023
Q1 | $80.7M | Buy |
1,014,038
+399,002
| +65% | +$31.7M | 0.17% | 127 |
|
|
2022
Q4 | $41.6M | Buy |
615,036
+9,778
| +2% | +$662K | 0.09% | 200 |
|
|
2022
Q3 | $30.2M | Sell |
605,258
-771,176
| -56% | -$38.4M | 0.08% | 225 |
|
|
2022
Q2 | $76.7M | Buy |
1,376,434
+187,850
| +16% | +$10.5M | 0.2% | 120 |
|
|
2022
Q1 | $66M | Buy |
1,188,584
+370,772
| +45% | +$20.6M | 0.14% | 158 |
|
|
2021
Q4 | $45.8M | Buy |
817,812
+400,250
| +96% | +$22.4M | 0.1% | 198 |
|
|
2021
Q3 | $20M | Buy |
417,562
+184,858
| +79% | +$8.87M | 0.05% | 308 |
|
|
2021
Q2 | $9.75M | Buy |
232,704
+41,754
| +22% | +$1.75M | 0.03% | 420 |
|
|
2021
Q1 | $6.44M | Sell |
190,950
-25,530
| -12% | -$861K | 0.02% | 451 |
|
|
2020
Q4 | $7.56M | Sell |
216,480
-2,308
| -1% | -$80.6K | 0.02% | 400 |
|
|
2020
Q3 | $7.6M | Buy |
218,788
+47,570
| +28% | +$1.65M | 0.03% | 369 |
|
|
2020
Q2 | $5.61M | Buy |
171,218
+5,002
| +3% | +$164K | 0.03% | 353 |
|
|
2020
Q1 | $5M | Sell |
166,216
-2,990
| -2% | -$90K | 0.03% | 357 |
|
|
2019
Q4 | $4.9M | Buy |
169,206
+4,290
| +3% | +$124K | 0.02% | 426 |
|
|
2019
Q3 | $4.26M | Buy |
164,916
+6,628
| +4% | +$171K | 0.02% | 440 |
|
|
2019
Q2 | $4.04M | Sell |
158,288
-11,868
| -7% | -$303K | 0.02% | 433 |
|
|
2019
Q1 | $4.45M | Sell |
170,156
-6,674
| -4% | -$175K | 0.02% | 418 |
|
|
2018
Q4 | $4.07M | Sell |
176,830
-9,866
| -5% | -$227K | 0.02% | 405 |
|
|
2018
Q3 | $4.4M | Buy |
186,696
+450
| +0.2% | +$10.6K | 0.02% | 454 |
|
|
2018
Q2 | $4.3M | Sell |
186,246
-14,256
| -7% | -$329K | 0.02% | 427 |
|
|
2018
Q1 | $4.94M | Sell |
200,502
-68,616
| -25% | -$1.69M | 0.03% | 325 |
|
|
2017
Q4 | $7.22M | Buy |
269,118
+1,634
| +0.6% | +$43.9K | 0.05% | 275 |
|
|
2017
Q3 | $6.44M | Sell |
267,484
-6,298
| -2% | -$152K | 0.05% | 280 |
|
|
2017
Q2 | $5.87M | Sell |
273,782
-107,300
| -28% | -$2.3M | 0.04% | 280 |
|
|
2017
Q1 | $6.53M | Sell |
381,082
-553,368
| -59% | -$9.48M | 0.05% | 275 |
|
|
2016
Q4 | $16.8M | Sell |
934,450
-207,022
| -18% | -$3.71M | 0.15% | 146 |
|
|
2016
Q3 | $23.7M | Sell |
1,141,472
-175,880
| -13% | -$3.66M | 0.22% | 110 |
|
|
2016
Q2 | $35.4M | Sell |
1,317,352
-29,728
| -2% | -$799K | 0.34% | 80 |
|
|
2016
Q1 | $36.5M | Sell |
1,347,080
-133,296
| -9% | -$3.61M | 0.35% | 79 |
|
|
2015
Q4 | $43M | Sell |
1,480,376
-36,802
| -2% | -$1.07M | 0.44% | 63 |
|
|
2015
Q3 | $41.1M | Sell |
1,517,178
-83,932
| -5% | -$2.28M | 0.52% | 56 |
|
|
2015
Q2 | $43.8M | Sell |
1,601,110
-5,156
| -0.3% | -$141K | 0.5% | 55 |
|
|
2015
Q1 | $42.9M | Sell |
1,606,266
-88,098
| -5% | -$2.35M | 0.49% | 58 |
|
|
2014
Q4 | $35.9M | Sell |
1,694,364
-64,642
| -4% | -$1.37M | 0.43% | 67 |
|
|
2014
Q3 | $41.9M | Buy |
1,759,006
+74,744
| +4% | +$1.78M | 0.54% | 51 |
|
|
2014
Q2 | $38.9M | Sell |
1,684,262
-5,594
| -0.3% | -$129K | 0.66% | 42 |
|
|
2014
Q1 | $38.6M | Buy |
1,689,856
+25,046
| +2% | +$572K | 0.7% | 38 |
|
|
2013
Q4 | $30.8M | Sell |
1,664,810
-46,280
| -3% | -$855K | 0.62% | 42 |
|
|
2013
Q3 | $29M | Buy |
1,711,090
+34,550
| +2% | +$585K | 0.66% | 43 |
|
|
2013
Q2 | $26M | Buy |
+1,676,540
| New | +$26M | 0.64% | 49 |
|