Lake Street Advisors Group’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.33M | Buy |
15,470
+811
| +6% | +$69.8K | 0.06% | 191 |
|
|
2024
Q3 | $1.75M | Sell |
14,659
-9,136
| -38% | -$1.09M | 0.08% | 141 |
|
|
2024
Q2 | $3.4M | Sell |
23,795
-1,273
| -5% | -$182K | 0.16% | 85 |
|
|
2024
Q1 | $3.24M | Buy |
25,068
+126
| +0.5% | +$16.3K | 0.15% | 93 |
|
|
2023
Q4 | $2.58M | Sell |
24,942
-10
| -0% | -$1.04K | 0.13% | 113 |
|
|
2023
Q3 | $2.27M | Buy |
24,952
+172
| +0.7% | +$15.6K | 0.13% | 110 |
|
|
2023
Q2 | $2.01M | Buy |
24,780
+1,316
| +6% | +$106K | 0.11% | 122 |
|
|
2023
Q1 | $1.87M | Buy |
+23,464
| New | +$1.87M | 0.12% | 115 |
|
|
2021
Q3 | – | Sell |
-16,342
| Closed | -$832K | – | 366 |
|
|
2021
Q2 | $832K | Buy |
16,342
+298
| +2% | +$15.2K | 0.06% | 124 |
|
|
2021
Q1 | $541K | Buy |
16,044
+556
| +4% | +$18.7K | 0.04% | 152 |
|
|
2020
Q4 | $541K | Sell |
15,488
-2,458
| -14% | -$85.9K | 0.04% | 147 |
|
|
2020
Q3 | $623K | Sell |
17,946
-976
| -5% | -$33.9K | 0.06% | 125 |
|
|
2020
Q2 | $620K | Sell |
18,922
-344
| -2% | -$11.3K | 0.06% | 118 |
|
|
2020
Q1 | $580K | Buy |
19,266
+6,652
| +53% | +$200K | 0.07% | 106 |
|
|
2019
Q4 | $365K | Buy |
12,614
+838
| +7% | +$24.2K | 0.04% | 151 |
|
|
2019
Q3 | $304K | Buy |
11,776
+384
| +3% | +$9.91K | 0.03% | 144 |
|
|
2019
Q2 | $291K | Buy |
11,392
+206
| +2% | +$5.26K | 0.03% | 158 |
|
|
2019
Q1 | $293K | Sell |
11,186
-298
| -3% | -$7.81K | 0.03% | 158 |
|
|
2018
Q4 | $265K | Buy |
11,484
+1,164
| +11% | +$26.9K | 0.03% | 145 |
|
|
2018
Q3 | $243K | Sell |
10,320
-1,722
| -14% | -$40.5K | 0.03% | 168 |
|
|
2018
Q2 | $278K | Hold |
12,042
| – | – | 0.03% | 239 |
|
|
2018
Q1 | $297K | Sell |
12,042
-6,834
| -36% | -$169K | 0.03% | 202 |
|
|
2017
Q4 | $507K | Buy |
+18,876
| New | +$507K | 0.06% | 139 |
|