Jones Financial Companies’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 | $9.31M | Buy |
135,868
+27,228
| +25% | +$1.87M | 0.01% | 368 |
|
|
2025
Q1 | $7.53M | Buy |
108,640
+36,588
| +51% | +$2.54M | 0.01% | 354 |
|
|
2024
Q4 | $6.2M | Buy |
72,052
+27,470
| +62% | +$2.36M | 0.01% | 322 |
|
|
2024
Q3 | $5.38M | Buy |
44,582
+22,571
| +103% | +$2.72M | 0.01% | 284 |
|
|
2024
Q2 | $3.14M | Buy |
22,011
+16,744
| +318% | +$2.39M | ﹤0.01% | 260 |
|
|
2024
Q1 | $676K | Buy |
5,267
+4,843
| +1,142% | +$622K | ﹤0.01% | 302 |
|
|
2023
Q4 | $43.9K | Sell |
424
-56
| -12% | -$5.79K | ﹤0.01% | 492 |
|
|
2023
Q3 | $43.7K | Buy |
480
+350
| +269% | +$31.8K | ﹤0.01% | 378 |
|
|
2023
Q2 | $10.5K | Sell |
130
-84
| -39% | -$6.8K | ﹤0.01% | 461 |
|
|
2023
Q1 | $17K | Sell |
214
-114
| -35% | -$9.07K | ﹤0.01% | 437 |
|
|
2022
Q4 | $22K | Buy |
328
+28
| +9% | +$1.88K | ﹤0.01% | 415 |
|
|
2022
Q3 | $15K | Sell |
300
-70
| -19% | -$3.5K | ﹤0.01% | 401 |
|
|
2022
Q2 | $21K | Sell |
370
-8
| -2% | -$454 | ﹤0.01% | 403 |
|
|
2022
Q1 | $21K | Sell |
378
-900
| -70% | -$50K | ﹤0.01% | 431 |
|
|
2021
Q4 | $72K | Buy |
1,278
+288
| +29% | +$16.2K | ﹤0.01% | 330 |
|
|
2021
Q3 | $48K | Hold |
990
| – | – | ﹤0.01% | 325 |
|
|
2021
Q2 | $41K | Hold |
990
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $33K | Buy |
990
+268
| +37% | +$8.93K | ﹤0.01% | 407 |
|
|
2020
Q4 | $25K | Buy |
+722
| New | +$25K | ﹤0.01% | 345 |
|
|
2013
Q4 | – | Sell |
-3,070
| Closed | -$52K | – | 440 |
|
|
2013
Q3 | $52K | Buy |
3,070
+2,320
| +309% | +$39.3K | ﹤0.01% | 291 |
|
|
2013
Q2 | $12K | Buy |
+750
| New | +$12K | ﹤0.01% | 562 |
|