Lakeside Advisors’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 | $1.3M | Sell |
18,850
-200
| -1% | -$13.8K | 0.84% | 23 |
|
2025
Q1 | $1.32M | Buy |
19,050
+400
| +2% | +$27.8K | 0.88% | 23 |
|
2024
Q4 | $1.6M | Sell |
18,650
-400
| -2% | -$34.4K | 1.06% | 21 |
|
2024
Q3 | $2.27M | Hold |
19,050
| – | – | 1.43% | 16 |
|
2024
Q2 | $2.72M | Sell |
19,050
-1,200
| -6% | -$171K | 1.77% | 13 |
|
2024
Q1 | $2.6M | Hold |
20,250
| – | – | 1.66% | 15 |
|
2023
Q4 | $2.09M | Sell |
20,250
-600
| -3% | -$62.1K | 1.45% | 16 |
|
2023
Q3 | $1.9M | Sell |
20,850
-400
| -2% | -$36.4K | 1.46% | 16 |
|
2023
Q2 | $1.72M | Buy |
21,250
+730
| +4% | +$59.1K | 1.27% | 17 |
|
2023
Q1 | $1.63M | Buy |
20,520
+200
| +1% | +$15.9K | 1.26% | 19 |
|
2022
Q4 | $1.38M | Buy |
20,320
+700
| +4% | +$47.4K | 1.13% | 21 |
|
2022
Q3 | $977K | Buy |
19,620
+13,900
| +243% | +$692K | 0.87% | 24 |
|
2022
Q2 | $319K | Buy |
5,720
+700
| +14% | +$39K | 0.27% | 43 |
|
2022
Q1 | $279K | Buy |
5,020
+1,300
| +35% | +$72.3K | 0.21% | 49 |
|
2021
Q4 | $208K | Buy |
+3,720
| New | +$208K | 0.15% | 52 |
|