Mogy Joel R Investment Counsel’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 |
-161,298
| Closed | -$13.9M | – | 111 |
|
2024
Q4 | $13.9M | Sell |
161,298
-39,202
| -20% | -$3.37M | 0.82% | 30 |
|
2024
Q3 | $23.9M | Buy |
200,500
+9,770
| +5% | +$1.16M | 1.46% | 22 |
|
2024
Q2 | $27.2M | Buy |
190,730
+13,287
| +7% | +$1.9M | 1.73% | 21 |
|
2024
Q1 | $22.8M | Buy |
177,443
+22,759
| +15% | +$2.92M | 1.55% | 23 |
|
2023
Q4 | $16M | Buy |
154,684
+46,500
| +43% | +$4.81M | 1.21% | 25 |
|
2023
Q3 | $9.84M | Buy |
+108,184
| New | +$9.84M | 0.83% | 30 |
|