Lewis Asset Management’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 |
-4,942
| Closed | -$425K | – | 135 |
|
|
2024
Q4 | $425K | Sell |
4,942
-530
| -10% | -$45.6K | 0.32% | 78 |
|
|
2024
Q3 | $652K | Buy |
5,472
+182
| +3% | +$21.7K | 0.48% | 55 |
|
|
2024
Q2 | $755K | Sell |
5,290
-200
| -4% | -$28.6K | 0.58% | 39 |
|
|
2024
Q1 | $705K | Hold |
5,490
| – | – | 0.58% | 38 |
|
|
2023
Q4 | $568K | Buy |
+5,490
| New | +$568K | 0.52% | 49 |
|