Montecito Bank & Trust’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 |
-3,861
| Closed | -$332K | – | 282 |
|
|
2024
Q4 | $332K | Buy |
3,861
+565
| +17% | +$48.6K | 0.06% | 234 |
|
|
2024
Q3 | $392K | Buy |
3,296
+400
| +14% | +$47.6K | 0.07% | 226 |
|
|
2024
Q2 | $413K | Sell |
2,896
-314
| -10% | -$44.8K | 0.08% | 204 |
|
|
2024
Q1 | $412K | Buy |
+3,210
| New | +$412K | 0.08% | 198 |
|