LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Sell |
118,240
-2,790
| -2% | -$193K | 0.07% | 74 |
|
|
2025
Q1 | $7.42M | Buy |
121,030
+7,342
| +6% | +$450K | 0.07% | 75 |
|
|
2024
Q4 | $9.95M | Buy |
113,688
+81,557
| +254% | +$7.14M | 0.09% | 75 |
|
|
2024
Q3 | $3.66M | Sell |
32,131
-674
| -2% | -$76.8K | 0.03% | 109 |
|
|
2024
Q2 | $4.62M | Buy |
32,805
+12,504
| +62% | +$1.76M | 0.04% | 87 |
|
|
2024
Q1 | $2.54M | Sell |
20,301
-135
| -0.7% | -$16.9K | 0.03% | 104 |
|
|
2023
Q4 | $2.34M | Hold |
20,436
| – | – | 0.02% | 107 |
|
|
2023
Q3 | $2.06M | Buy |
20,436
+10,138
| +98% | +$1.02M | 0.02% | 111 |
|
|
2023
Q2 | $1.67M | Hold |
10,298
| – | – | 0.02% | 123 |
|
|
2023
Q1 | $1.64M | Sell |
10,298
-651
| -6% | -$104K | 0.02% | 120 |
|
|
2022
Q4 | $1.48M | Hold |
10,949
| – | – | 0.02% | 128 |
|
|
2022
Q3 | $1.09M | Hold |
10,949
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $1.22M | Hold |
10,949
| – | – | 0.02% | 142 |
|
|
2022
Q1 | $1.22M | Hold |
10,949
| – | – | 0.01% | 145 |
|
|
2021
Q4 | $1.23M | Sell |
10,949
-160
| -1% | -$17.9K | 0.01% | 155 |
|
|
2021
Q3 | $1.07M | Sell |
11,109
-920
| -8% | -$88.4K | 0.01% | 160 |
|
|
2021
Q2 | $1.01M | Sell |
12,029
-119
| -1% | -$9.97K | 0.01% | 172 |
|
|
2021
Q1 | $819K | Sell |
12,148
-27
| -0.2% | -$1.82K | 0.01% | 170 |
|
|
2020
Q4 | $850K | Buy |
12,175
+275
| +2% | +$19.2K | 0.01% | 166 |
|
|
2020
Q3 | $826K | Hold |
11,900
| – | – | 0.01% | 156 |
|
|
2020
Q2 | $779K | Buy |
11,900
+500
| +4% | +$32.7K | 0.01% | 145 |
|
|
2020
Q1 | $686K | Sell |
11,400
-4,690
| -29% | -$282K | 0.01% | 151 |
|
|
2019
Q4 | $931K | Sell |
16,090
-13,160
| -45% | -$761K | 0.01% | 160 |
|
|
2019
Q3 | $1.51M | Sell |
29,250
-6,970
| -19% | -$360K | 0.02% | 130 |
|
|
2019
Q2 | $1.85M | Sell |
36,220
-30,442
| -46% | -$1.55M | 0.03% | 120 |
|
|
2019
Q1 | $3.49M | Sell |
66,662
-529,279
| -89% | -$27.7M | 0.05% | 100 |
|
|
2018
Q4 | $27.5M | Sell |
595,941
-72,811
| -11% | -$3.35M | 0.5% | 48 |
|
|
2018
Q3 | $31.5M | Sell |
668,752
-57,232
| -8% | -$2.7M | 0.5% | 49 |
|
|
2018
Q2 | $33.5M | Sell |
725,984
-96,621
| -12% | -$4.46M | 0.58% | 44 |
|
|
2018
Q1 | $40.5M | Sell |
822,605
-220,331
| -21% | -$10.9M | 0.74% | 38 |
|
|
2017
Q4 | $56M | Sell |
1,042,936
-35,724
| -3% | -$1.92M | 1.03% | 35 |
|
|
2017
Q3 | $51.9M | Sell |
1,078,660
-42,389
| -4% | -$2.04M | 1% | 35 |
|
|
2017
Q2 | $47.5M | Sell |
1,121,049
-187,658
| -14% | -$7.96M | 0.94% | 37 |
|
|
2017
Q1 | $44.9M | Sell |
1,308,707
-144,852
| -10% | -$4.97M | 0.94% | 35 |
|
|
2016
Q4 | $52.1M | Sell |
1,453,559
-287,920
| -17% | -$10.3M | 1.16% | 28 |
|
|
2016
Q3 | $72.4M | Buy |
1,741,479
+26,564
| +2% | +$1.1M | 1.66% | 24 |
|
|
2016
Q2 | $92.2M | Sell |
1,714,915
-14,182
| -0.8% | -$763K | 2.12% | 14 |
|
|
2016
Q1 | $93.7M | Sell |
1,729,097
-5,470
| -0.3% | -$296K | 2.21% | 13 |
|
|
2015
Q4 | $101M | Buy |
1,734,567
+31,540
| +2% | +$1.83M | 2.49% | 12 |
|
|
2015
Q3 | $93.3M | Hold |
1,703,027
| – | – | 2.38% | 11 |
|
|
2015
Q2 | $93.3M | Sell |
1,703,027
-50,613
| -3% | -$2.77M | 2.38% | 11 |
|
|
2015
Q1 | $93.6M | Sell |
1,753,640
-8,612
| -0.5% | -$460K | 2.36% | 12 |
|
|
2014
Q4 | $74.6M | Sell |
1,762,252
-34,074
| -2% | -$1.44M | 1.91% | 18 |
|
|
2014
Q3 | $85.5M | Sell |
1,796,326
-9,399
| -0.5% | -$448K | 2.31% | 14 |
|
|
2014
Q2 | $83.4M | Sell |
1,805,725
-12,693
| -0.7% | -$586K | 2.26% | 17 |
|
|
2014
Q1 | $83M | Buy |
1,818,418
+1,455,546
| +401% | +$66.4M | 2.27% | 16 |
|
|
2013
Q4 | $67M | Buy |
362,872
+9,620
| +3% | +$1.78M | 1.85% | 19 |
|
|
2013
Q3 | $59.8M | Buy |
353,252
+10,620
| +3% | +$1.8M | 1.82% | 19 |
|
|
2013
Q2 | $53.1M | Buy |
+342,632
| New | +$53.1M | 1.66% | 22 |
|