Moneta Group Investment Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
3,136
-924
| -23% | -$63.8K | ﹤0.01% | 650 |
|
|
2025
Q1 | $282K | Sell |
4,060
-182
| -4% | -$12.6K | ﹤0.01% | 539 |
|
|
2024
Q4 | $365K | Sell |
4,242
-824
| -16% | -$70.9K | 0.01% | 492 |
|
|
2024
Q3 | $603K | Buy |
5,066
+361
| +8% | +$43K | 0.01% | 370 |
|
|
2024
Q2 | $672K | Buy |
4,705
+1,308
| +39% | +$187K | 0.01% | 333 |
|
|
2024
Q1 | $436K | Buy |
+3,397
| New | +$436K | 0.01% | 405 |
|
|
2023
Q2 | – | Sell |
-2,552
| Closed | -$203K | – | 564 |
|
|
2023
Q1 | $203K | Buy |
+2,552
| New | +$203K | ﹤0.01% | 498 |
|
|
2018
Q4 | – | Sell |
-111,390
| Closed | -$2.63M | – | 235 |
|
|
2018
Q3 | $2.63M | Sell |
111,390
-44
| -0% | -$1.04K | 0.27% | 64 |
|
|
2018
Q2 | $2.57M | Buy |
111,434
+834
| +0.8% | +$19.2K | 0.29% | 58 |
|
|
2018
Q1 | $2.72M | Hold |
110,600
| – | – | 0.36% | 43 |
|
|
2017
Q4 | $2.97M | Sell |
110,600
-30,000
| -21% | -$805K | 0.45% | 30 |
|
|
2017
Q3 | $3.39M | Hold |
140,600
| – | – | 0.53% | 28 |
|
|
2017
Q2 | $3.02M | Hold |
140,600
| – | – | 0.49% | 32 |
|
|
2017
Q1 | $2.41M | Buy |
140,600
+600
| +0.4% | +$10.3K | 0.48% | 29 |
|
|
2016
Q4 | $2.51M | Sell |
140,000
-600
| -0.4% | -$10.8K | 0.51% | 28 |
|
|
2016
Q3 | $2.92M | Hold |
140,600
| – | – | 0.66% | 25 |
|
|
2016
Q2 | $3.78M | Hold |
140,600
| – | – | 0.83% | 20 |
|
|
2016
Q1 | $3.81M | Hold |
140,600
| – | – | 0.85% | 20 |
|
|
2015
Q4 | $4.08M | Hold |
140,600
| – | – | 1% | 20 |
|
|
2015
Q3 | $3.81M | Buy |
+140,600
| New | +$3.81M | 1.06% | 19 |
|