Lake Street Private Wealth’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 |
-16,151
| Closed | -$2.31M | – | 303 |
|
|
2024
Q2 | $2.31M | Buy |
16,151
+8,238
| +104% | +$1.18M | 0.3% | 80 |
|
|
2024
Q1 | $1.02M | Buy |
7,913
+473
| +6% | +$60.7K | 0.14% | 143 |
|
|
2023
Q4 | $770K | Buy |
7,440
+3,500
| +89% | +$362K | 0.12% | 157 |
|
|
2023
Q3 | $361K | Buy |
3,940
+94
| +2% | +$8.6K | 0.06% | 209 |
|
|
2023
Q2 | $311K | Sell |
3,846
-256
| -6% | -$20.7K | 0.05% | 226 |
|
|
2023
Q1 | $326K | Sell |
4,102
-120
| -3% | -$9.55K | 0.06% | 220 |
|
|
2022
Q4 | $286K | Sell |
4,222
-88
| -2% | -$5.96K | 0.06% | 228 |
|
|
2022
Q3 | $215K | Sell |
4,310
-524
| -11% | -$26.1K | 0.05% | 253 |
|
|
2022
Q2 | $269K | Buy |
4,834
+334
| +7% | +$18.6K | 0.06% | 236 |
|
|
2022
Q1 | $250K | Sell |
4,500
-682
| -13% | -$37.9K | 0.04% | 276 |
|
|
2021
Q4 | $290K | Buy |
+5,182
| New | +$290K | 0.05% | 258 |
|