J.W. Cole 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 | $1.5M | Buy |
21,783
+5,517
| +34% | +$381K | 0.03% | 526 |
|
|
2025
Q1 | $1.13M | Buy |
16,266
+5,989
| +58% | +$416K | 0.04% | 501 |
|
|
2024
Q4 | $884K | Sell |
10,277
-536
| -5% | -$46.1K | 0.04% | 452 |
|
|
2024
Q3 | $1.29M | Sell |
10,813
-3,740
| -26% | -$445K | 0.05% | 335 |
|
|
2024
Q2 | $2.08M | Buy |
14,553
+5,322
| +58% | +$760K | 0.1% | 206 |
|
|
2024
Q1 | $1.18M | Buy |
9,231
+2,623
| +40% | +$336K | 0.06% | 311 |
|
|
2023
Q4 | $684K | Sell |
6,608
-5,432
| -45% | -$562K | 0.04% | 392 |
|
|
2023
Q3 | $1.09M | Buy |
12,040
+7,802
| +184% | +$709K | 0.08% | 240 |
|
|
2023
Q2 | $343K | Buy |
4,238
+1,340
| +46% | +$108K | 0.02% | 536 |
|
|
2023
Q1 | $231K | Sell |
2,898
-106
| -4% | -$8.43K | 0.02% | 685 |
|
|
2022
Q4 | $203K | Buy |
+3,004
| New | +$203K | 0.02% | 686 |
|
|
2020
Q4 | – | Sell |
-7,628
| Closed | -$265K | – | 797 |
|
|
2020
Q3 | $265K | Buy |
+7,628
| New | +$265K | 0.02% | 584 |
|