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