Lion Street Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,130
| Closed | -$254K | – | 271 |
|
|
2024
Q3 | $254K | Sell |
2,130
-241
| -10% | -$28.7K | 0.09% | 222 |
|
|
2024
Q2 | $338K | Buy |
2,371
+12
| +0.5% | +$1.71K | 0.13% | 180 |
|
|
2024
Q1 | $244K | Hold |
2,359
| – | – | 0.1% | 213 |
|
|
2023
Q4 | $244K | Buy |
2,359
+15
| +0.6% | +$1.55K | 0.1% | 213 |
|
|
2023
Q3 | $213K | Buy |
+2,344
| New | +$213K | 0.07% | 231 |
|
|
2021
Q1 | – | Sell |
-7,662
| Closed | -$254K | – | 35 |
|
|
2020
Q4 | $254K | Sell |
7,662
-1,410
| -16% | -$46.7K | 0.62% | 33 |
|
|
2020
Q3 | $302K | Buy |
+9,072
| New | +$302K | 0.61% | 39 |
|
|
2020
Q2 | – | Sell |
-3,352
| Closed | -$101K | – | 284 |
|
|
2020
Q1 | $101K | Buy |
+3,352
| New | +$101K | 0.55% | 31 |
|