Meristem Family Wealth’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,672
| Closed | -$486K | – | 384 |
|
|
2021
Q4 | $486K | Buy |
8,672
+6
| +0.1% | +$336 | 0.04% | 229 |
|
|
2021
Q3 | $416K | Buy |
8,666
+322
| +4% | +$15.5K | 0.04% | 251 |
|
|
2021
Q2 | $349K | Hold |
8,344
| – | – | 0.05% | 226 |
|
|
2021
Q1 | $281K | Hold |
8,344
| – | – | 0.06% | 187 |
|
|
2020
Q4 | $291K | Hold |
8,344
| – | – | 0.06% | 178 |
|
|
2020
Q3 | $290K | Hold |
8,344
| – | – | 0.07% | 143 |
|
|
2020
Q2 | $273K | Hold |
8,344
| – | – | 0.07% | 146 |
|
|
2020
Q1 | $251K | Hold |
8,344
| – | – | 0.08% | 149 |
|
|
2019
Q4 | $241K | Sell |
8,344
-378
| -4% | -$10.9K | 0.06% | 168 |
|
|
2019
Q3 | $225K | Buy |
+8,722
| New | +$225K | 0.06% | 170 |
|