JNBA Financial 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 | $116K | Sell |
1,676
-310
| -16% | -$21.4K | 0.01% | 207 |
|
|
2025
Q1 | $138K | Hold |
1,986
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $171K | Sell |
1,986
-201
| -9% | -$17.3K | 0.02% | 182 |
|
|
2024
Q3 | $260K | Sell |
2,187
-2,000
| -48% | -$238K | 0.03% | 167 |
|
|
2024
Q2 | $598K | Sell |
4,187
-1,387
| -25% | -$198K | 0.06% | 120 |
|
|
2024
Q1 | $716K | Buy |
5,574
+164
| +3% | +$21.1K | 0.08% | 116 |
|
|
2023
Q4 | $560K | Sell |
5,410
-158
| -3% | -$16.3K | 0.06% | 125 |
|
|
2023
Q3 | $506K | Hold |
5,568
| – | – | 0.06% | 125 |
|
|
2023
Q2 | $451K | Hold |
5,568
| – | – | 0.05% | 135 |
|
|
2023
Q1 | $443K | Sell |
5,568
-50
| -0.9% | -$3.98K | 0.06% | 134 |
|
|
2022
Q4 | $380K | Sell |
5,618
-5,080
| -47% | -$344K | 0.05% | 145 |
|
|
2022
Q3 | $533K | Sell |
10,698
-2,426
| -18% | -$121K | 0.08% | 120 |
|
|
2022
Q2 | $731K | Sell |
13,124
-220
| -2% | -$12.3K | 0.11% | 106 |
|
|
2022
Q1 | $741K | Hold |
13,344
| – | – | 0.1% | 110 |
|
|
2021
Q4 | $747K | Hold |
13,344
| – | – | 0.09% | 106 |
|
|
2021
Q3 | $641K | Hold |
13,344
| – | – | 0.09% | 110 |
|
|
2021
Q2 | $559K | Hold |
13,344
| – | – | 0.08% | 115 |
|
|
2021
Q1 | $450K | Hold |
13,344
| – | – | 0.07% | 125 |
|
|
2020
Q4 | $466K | Buy |
13,344
+600
| +5% | +$21K | 0.08% | 114 |
|
|
2020
Q3 | $442K | Hold |
12,744
| – | – | 0.09% | 100 |
|
|
2020
Q2 | $417K | Hold |
12,744
| – | – | 0.09% | 104 |
|
|
2020
Q1 | $384K | Hold |
12,744
| – | – | 0.09% | 101 |
|
|
2019
Q4 | $369K | Hold |
12,744
| – | – | 0.07% | 110 |
|
|
2019
Q3 | $329K | Hold |
12,744
| – | – | 0.07% | 113 |
|
|
2019
Q2 | $325K | Buy |
12,744
+1,290
| +11% | +$32.9K | 0.07% | 117 |
|
|
2019
Q1 | $300K | Buy |
11,454
+10,454
| +1,045% | +$274K | 0.06% | 118 |
|
|
2018
Q4 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 286 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$23K | – | 634 |
|
|
2018
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 298 |
|
|
2018
Q1 | $25K | Sell |
1,000
-1,240
| -55% | -$31K | 0.01% | 289 |
|
|
2017
Q4 | $60K | Hold |
2,240
| – | – | 0.01% | 207 |
|
|
2017
Q3 | $54K | Sell |
2,240
-3,958
| -64% | -$95.4K | 0.01% | 205 |
|
|
2017
Q2 | $133K | Hold |
6,198
| – | – | 0.03% | 145 |
|
|
2017
Q1 | $106K | Sell |
6,198
-676
| -10% | -$11.6K | 0.03% | 159 |
|
|
2016
Q4 | $123K | Buy |
6,874
+2,590
| +60% | +$46.3K | 0.03% | 150 |
|
|
2016
Q3 | $89K | Sell |
4,284
-2,514
| -37% | -$52.2K | 0.01% | 391 |
|
|
2016
Q2 | $183K | Sell |
6,798
-292
| -4% | -$7.86K | 0.05% | 123 |
|
|
2016
Q1 | $192K | Sell |
7,090
-4,800
| -40% | -$130K | 0.07% | 104 |
|
|
2015
Q4 | $345K | Sell |
11,890
-350
| -3% | -$10.2K | 0.13% | 73 |
|
|
2015
Q3 | $332K | Sell |
12,240
-1,400
| -10% | -$38K | 0.14% | 67 |
|
|
2015
Q2 | $373K | Sell |
13,640
-2,450
| -15% | -$67K | 0.14% | 66 |
|
|
2015
Q1 | $430K | Hold |
16,090
| – | – | 0.17% | 61 |
|
|
2014
Q4 | $340K | Buy |
16,090
+2,800
| +21% | +$59.2K | 0.14% | 70 |
|
|
2014
Q3 | $316K | Buy |
13,290
+190
| +1% | +$4.52K | 0.14% | 68 |
|
|
2014
Q2 | $303K | Buy |
13,100
+200
| +2% | +$4.63K | 0.15% | 71 |
|
|
2014
Q1 | $294K | Hold |
12,900
| – | – | 0.15% | 67 |
|
|
2013
Q4 | $238K | Hold |
12,900
| – | – | 0.13% | 78 |
|
|
2013
Q3 | $218K | Buy |
12,900
+2,400
| +23% | +$40.6K | 0.14% | 81 |
|
|
2013
Q2 | $163K | Buy |
+10,500
| New | +$163K | 0.11% | 89 |
|