Lebenthal Global 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
Q1
Sell
-20,736
Closed -$1.78M 194
2024
Q4
$1.78M Buy
20,736
+5,133
+33% +$442K 0.33% 46
2024
Q3
$1.86M Buy
15,603
+7,629
+96% +$908K 0.38% 36
2024
Q2
$1.14M Buy
7,974
+981
+14% +$140K 0.25% 53
2024
Q1
$898K Buy
+6,993
New +$898K 0.2% 61