KCM Investment Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,816
| Closed | -$259K | – | 378 |
|
|
2024
Q2 | $259K | Buy |
1,816
+100
| +6% | +$14.3K | 0.01% | 332 |
|
|
2024
Q1 | $220K | Buy |
+1,716
| New | +$220K | 0.01% | 361 |
|
|
2016
Q4 | – | Sell |
-10,358
| Closed | -$215K | – | 539 |
|
|
2016
Q3 | $215K | Buy |
10,358
+1,550
| +18% | +$32.2K | 0.01% | 506 |
|
|
2016
Q2 | $237K | Sell |
8,808
-54
| -0.6% | -$1.45K | 0.02% | 479 |
|
|
2016
Q1 | $240K | Buy |
8,862
+132
| +2% | +$3.58K | 0.02% | 468 |
|
|
2015
Q4 | $254K | Sell |
8,730
-760
| -8% | -$22.1K | 0.02% | 448 |
|
|
2015
Q3 | $257K | Sell |
9,490
-264
| -3% | -$7.15K | 0.02% | 450 |
|
|
2015
Q2 | $267K | Buy |
9,754
+414
| +4% | +$11.3K | 0.02% | 460 |
|
|
2015
Q1 | $249K | Buy |
+9,340
| New | +$249K | 0.02% | 466 |
|