KFS
Kurt F. Somerville’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
50,338
+33,415
| +197% | +$2.31M | 0.59% | 38 |
|
|
2025
Q1 | $1.18M | Buy |
16,923
+7,953
| +89% | +$552K | 0.2% | 51 |
|
|
2024
Q4 | $772K | Buy |
8,970
+800
| +10% | +$68.8K | 0.13% | 59 |
|
|
2024
Q3 | $973K | Sell |
8,170
-650
| -7% | -$77.4K | 0.16% | 56 |
|
|
2024
Q2 | $1.26M | Sell |
8,820
-920
| -9% | -$131K | 0.21% | 54 |
|
|
2024
Q1 | $1.25M | Buy |
9,740
+232
| +2% | +$29.8K | 0.21% | 54 |
|
|
2023
Q4 | $984K | Sell |
9,508
-800
| -8% | -$82.8K | 0.19% | 52 |
|
|
2023
Q3 | $937K | Buy |
10,308
+5,137
| +99% | +$467K | 0.19% | 56 |
|
|
2023
Q2 | $837K | Sell |
5,171
-6,978
| -57% | -$1.13M | 0.16% | 59 |
|
|
2023
Q1 | $1.93M | Sell |
12,149
-153
| -1% | -$24.3K | 0.35% | 45 |
|
|
2022
Q4 | $1.66M | Sell |
12,302
-130
| -1% | -$17.6K | 0.32% | 45 |
|
|
2022
Q3 | $1.24M | Sell |
12,432
-480
| -4% | -$47.8K | 0.25% | 52 |
|
|
2022
Q2 | $1.44M | Sell |
12,912
-2,340
| -15% | -$261K | 0.27% | 49 |
|
|
2022
Q1 | $1.69M | Sell |
15,252
-150
| -1% | -$16.7K | 0.27% | 49 |
|
|
2021
Q4 | $1.73M | Sell |
15,402
-1,783
| -10% | -$200K | 0.24% | 47 |
|
|
2021
Q3 | $1.65M | Sell |
17,185
-143
| -0.8% | -$13.7K | 0.25% | 44 |
|
|
2021
Q2 | $1.45M | Sell |
17,328
-2
| -0% | -$168 | 0.22% | 49 |
|
|
2021
Q1 | $1.17M | Hold |
17,330
| – | – | 0.18% | 51 |
|
|
2020
Q4 | $1.21M | Hold |
17,330
| – | – | 0.2% | 51 |
|
|
2020
Q3 | $1.2M | Hold |
17,330
| – | – | 0.21% | 53 |
|
|
2020
Q2 | $1.14M | Sell |
17,330
-5
| -0% | -$328 | 0.21% | 55 |
|
|
2020
Q1 | $1.04M | Sell |
17,335
-465
| -3% | -$28K | 0.23% | 51 |
|
|
2019
Q4 | $1.03M | Hold |
17,800
| – | – | 0.19% | 53 |
|
|
2019
Q3 | $920K | Sell |
17,800
-250
| -1% | -$12.9K | 0.18% | 54 |
|
|
2019
Q2 | $921K | Sell |
18,050
-2,000
| -10% | -$102K | 0.18% | 54 |
|
|
2019
Q1 | $1.05M | Sell |
20,050
-249
| -1% | -$13K | 0.21% | 50 |
|
|
2018
Q4 | $935K | Hold |
20,299
| – | – | 0.21% | 51 |
|
|
2018
Q3 | $957K | Buy |
20,299
+1,235
| +6% | +$58.2K | 0.19% | 57 |
|
|
2018
Q2 | $880K | Sell |
19,064
-66
| -0.3% | -$3.05K | 0.19% | 57 |
|
|
2018
Q1 | $943K | Sell |
19,130
-1,000
| -5% | -$49.3K | 0.21% | 56 |
|
|
2017
Q4 | $1.08M | Sell |
20,130
-5,525
| -22% | -$297K | 0.22% | 50 |
|
|
2017
Q3 | $1.24M | Sell |
25,655
-25
| -0.1% | -$1.2K | 0.25% | 51 |
|
|
2017
Q2 | $1.1M | Sell |
25,680
-1,820
| -7% | -$78K | 0.22% | 55 |
|
|
2017
Q1 | $942K | Sell |
27,500
-6,985
| -20% | -$239K | 0.2% | 58 |
|
|
2016
Q4 | $1.24M | Sell |
34,485
-5,285
| -13% | -$190K | 0.27% | 56 |
|
|
2016
Q3 | $1.66M | Sell |
39,770
-1,400
| -3% | -$58.3K | 0.36% | 50 |
|
|
2016
Q2 | $2.21M | Sell |
41,170
-100
| -0.2% | -$5.38K | 0.5% | 46 |
|
|
2016
Q1 | $2.24M | Sell |
41,270
-695
| -2% | -$37.7K | 0.51% | 45 |
|
|
2015
Q4 | $2.44M | Buy |
41,965
+15,565
| +59% | +$904K | 0.56% | 44 |
|
|
2015
Q3 | $1.43M | Sell |
26,400
-75
| -0.3% | -$4.07K | 0.37% | 50 |
|
|
2015
Q2 | $1.45M | Sell |
26,475
-25
| -0.1% | -$1.37K | 0.33% | 54 |
|
|
2015
Q1 | $1.41M | Buy |
26,500
+11,100
| +72% | +$592K | 0.32% | 55 |
|
|
2014
Q4 | $651K | Sell |
15,400
-25
| -0.2% | -$1.06K | 0.16% | 76 |
|
|
2014
Q3 | $734K | Hold |
15,425
| – | – | 0.3% | 59 |
|
|
2014
Q2 | $713K | Hold |
15,425
| – | – | 0.28% | 63 |
|
|
2014
Q1 | $704K | Buy |
15,425
+12,300
| +394% | +$561K | 0.28% | 61 |
|
|
2013
Q4 | $577K | Buy |
3,125
+108
| +4% | +$19.9K | 0.22% | 71 |
|
|
2013
Q3 | $511K | Sell |
3,017
-325
| -10% | -$55K | 0.2% | 73 |
|
|
2013
Q2 | $517K | Buy |
+3,342
| New | +$517K | 0.22% | 70 |
|