Legacy Financial 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 | – | Sell |
-18,034
| Closed | -$1.25M | – | 388 |
|
|
2025
Q1 | $1.25M | Buy |
18,034
+4,398
| +32% | +$305K | 0.21% | 83 |
|
|
2024
Q4 | $1.17M | Buy |
13,636
+80
| +0.6% | +$6.88K | 0.19% | 87 |
|
|
2024
Q3 | $1.61M | Buy |
13,556
+64
| +0.5% | +$7.62K | 0.27% | 62 |
|
|
2024
Q2 | $1.93M | Buy |
13,492
+772
| +6% | +$110K | 0.34% | 47 |
|
|
2024
Q1 | $1.63M | Buy |
12,720
+695
| +6% | +$89.2K | 0.29% | 56 |
|
|
2023
Q4 | $1.24M | Buy |
12,025
+1,393
| +13% | +$144K | 0.24% | 69 |
|
|
2023
Q3 | $967K | Buy |
10,632
+1,056
| +11% | +$96K | 0.19% | 69 |
|
|
2023
Q2 | $775K | Sell |
9,576
-536
| -5% | -$43.4K | 0.14% | 85 |
|
|
2023
Q1 | $805K | Buy |
10,112
+1,268
| +14% | +$101K | 0.16% | 72 |
|
|
2022
Q4 | $598K | Buy |
8,844
+140
| +2% | +$9.47K | 0.13% | 95 |
|
|
2022
Q3 | $434K | Buy |
8,704
+1,064
| +14% | +$53.1K | 0.1% | 109 |
|
|
2022
Q2 | $426K | Buy |
7,640
+638
| +9% | +$35.6K | 0.11% | 105 |
|
|
2022
Q1 | $389K | Buy |
7,002
+228
| +3% | +$12.7K | 0.09% | 128 |
|
|
2021
Q4 | $379K | Buy |
6,774
+784
| +13% | +$43.9K | 0.09% | 118 |
|
|
2021
Q3 | $288K | Buy |
5,990
+1,206
| +25% | +$58K | 0.07% | 130 |
|
|
2021
Q2 | $200K | Buy |
+4,784
| New | +$200K | 0.05% | 170 |
|
|
2019
Q2 | – | Sell |
-5,560
| Closed | -$145K | – | 652 |
|
|
2019
Q1 | $145K | Sell |
5,560
-2,302
| -29% | -$60K | 0.05% | 128 |
|
|
2018
Q4 | $181K | Buy |
7,862
+90
| +1% | +$2.07K | 0.07% | 106 |
|
|
2018
Q3 | $183K | Buy |
7,772
+6,534
| +528% | +$154K | 0.07% | 114 |
|
|
2018
Q2 | $31K | Sell |
1,238
-174
| -12% | -$4.36K | 0.01% | 312 |
|
|
2018
Q1 | $35K | Sell |
1,412
-492
| -26% | -$12.2K | 0.01% | 290 |
|
|
2017
Q4 | $51K | Buy |
+1,904
| New | +$51K | 0.02% | 238 |
|