Linscomb Wealth’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 |
-2,443
| Closed | -$210K | – | 300 |
|
|
2024
Q4 | $210K | Sell |
2,443
-650
| -21% | -$55.9K | 0.01% | 285 |
|
|
2024
Q3 | $368K | Sell |
3,093
-3,479
| -53% | -$414K | 0.02% | 235 |
|
|
2024
Q2 | $938K | Buy |
6,572
+83
| +1% | +$11.8K | 0.05% | 163 |
|
|
2024
Q1 | $833K | Hold |
6,489
| – | – | 0.04% | 174 |
|
|
2023
Q4 | $671K | Buy |
6,489
+689
| +12% | +$71.3K | 0.04% | 189 |
|
|
2023
Q3 | $527K | Hold |
5,800
| – | – | 0.03% | 204 |
|
|
2023
Q2 | $469K | Hold |
5,800
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $462K | Sell |
5,800
-2
| -0% | -$159 | 0.02% | 217 |
|
|
2022
Q4 | $393K | Buy |
5,802
+2
| +0% | +$135 | 0.02% | 249 |
|
|
2022
Q3 | $289K | Hold |
5,800
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $323K | Hold |
5,800
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $322K | Sell |
5,800
-20
| -0.3% | -$1.11K | 0.02% | 276 |
|
|
2021
Q4 | $326K | Sell |
5,820
-390
| -6% | -$21.8K | 0.02% | 257 |
|
|
2021
Q3 | $298K | Buy |
6,210
+10
| +0.2% | +$480 | 0.02% | 263 |
|
|
2021
Q2 | $260K | Sell |
6,200
-770
| -11% | -$32.3K | 0.01% | 286 |
|
|
2021
Q1 | $235K | Hold |
6,970
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $243K | Sell |
6,970
-100
| -1% | -$3.49K | 0.01% | 277 |
|
|
2020
Q3 | $245K | Sell |
7,070
-1,010
| -13% | -$35K | 0.02% | 258 |
|
|
2020
Q2 | $265K | Sell |
8,080
-24,022
| -75% | -$788K | 0.02% | 254 |
|
|
2020
Q1 | $966K | Sell |
32,102
-10,710
| -25% | -$322K | 0.09% | 139 |
|
|
2019
Q4 | $1.24M | Buy |
+42,812
| New | +$1.24M | 0.08% | 174 |
|
|
2016
Q4 | – | Sell |
-12,038
| Closed | -$250K | – | 264 |
|
|
2016
Q3 | $250K | Buy |
12,038
+988
| +9% | +$20.5K | 0.02% | 216 |
|
|
2016
Q2 | $297K | Hold |
11,050
| – | – | 0.03% | 208 |
|
|
2016
Q1 | $299K | Sell |
11,050
-200
| -2% | -$5.41K | 0.03% | 207 |
|
|
2015
Q4 | $327K | Sell |
11,250
-450
| -4% | -$13.1K | 0.04% | 196 |
|
|
2015
Q3 | $317K | Sell |
11,700
-1,010
| -8% | -$27.4K | 0.04% | 199 |
|
|
2015
Q2 | $348K | Hold |
12,710
| – | – | 0.04% | 198 |
|
|
2015
Q1 | $339K | Sell |
12,710
-7,986
| -39% | -$213K | 0.04% | 205 |
|
|
2014
Q4 | $438K | Sell |
20,696
-3,358
| -14% | -$71.1K | 0.05% | 178 |
|
|
2014
Q3 | $573K | Sell |
24,054
-1,292
| -5% | -$30.8K | 0.06% | 158 |
|
|
2014
Q2 | $585K | Sell |
25,346
-1,628
| -6% | -$37.6K | 0.06% | 155 |
|
|
2014
Q1 | $616K | Buy |
26,974
+10,054
| +59% | +$230K | 0.07% | 149 |
|
|
2013
Q4 | $313K | Sell |
16,920
-2,740
| -14% | -$50.7K | 0.04% | 182 |
|
|
2013
Q3 | $333K | Buy |
19,660
+1,700
| +9% | +$28.8K | 0.04% | 175 |
|
|
2013
Q2 | $278K | Buy |
+17,960
| New | +$278K | 0.04% | 190 |
|