JFS 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 | $90.1K | Hold |
1,305
| – | – | 0.01% | 385 |
|
|
2025
Q1 | $90.6K | Hold |
1,305
| – | – | 0.01% | 379 |
|
|
2024
Q4 | $112K | Hold |
1,305
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $155K | Sell |
1,305
-2
| -0.2% | -$238 | 0.01% | 317 |
|
|
2024
Q2 | $187K | Sell |
1,307
-4
| -0.3% | -$571 | 0.01% | 250 |
|
|
2024
Q1 | $168K | Hold |
1,311
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $136K | Sell |
1,311
-80
| -6% | -$8.28K | 0.01% | 269 |
|
|
2023
Q3 | $126K | Sell |
1,391
-71
| -5% | -$6.46K | 0.01% | 259 |
|
|
2023
Q2 | $118K | Hold |
1,462
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $116K | Sell |
1,462
-52
| -3% | -$4.14K | 0.01% | 258 |
|
|
2022
Q4 | $102K | Hold |
1,514
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $75K | Buy |
1,514
+152
| +11% | +$7.53K | 0.01% | 313 |
|
|
2022
Q2 | $76K | Buy |
1,362
+116
| +9% | +$6.47K | 0.01% | 326 |
|
|
2022
Q1 | $69K | Buy |
1,246
+864
| +226% | +$47.8K | 0.01% | 357 |
|
|
2021
Q4 | $21K | Hold |
382
| – | – | ﹤0.01% | 559 |
|
|
2021
Q3 | $18K | Buy |
+382
| New | +$18K | ﹤0.01% | 560 |
|
|
2021
Q1 | – | Sell |
-660
| Closed | -$23K | – | 614 |
|
|
2020
Q4 | $23K | Hold |
660
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $23K | Hold |
660
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $22K | Hold |
660
| – | – | 0.01% | 295 |
|
|
2020
Q1 | $20K | Buy |
+660
| New | +$20K | 0.01% | 275 |
|
|
2018
Q2 | – | Sell |
-124
| Closed | -$3K | – | 525 |
|
|
2018
Q1 | $3K | Hold |
124
| – | – | ﹤0.01% | 459 |
|
|
2017
Q4 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 468 |
|
|
2015
Q3 | – | Sell |
-860
| Closed | -$24K | – | 542 |
|
|
2015
Q2 | $24K | Hold |
860
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $23K | Buy |
860
+850
| +8,500% | +$22.7K | 0.01% | 256 |
|
|
2014
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 535 |
|