Moody Lynn & Lieberson’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,353
Closed -$1.15M 253
2024
Q4
$1.15M Sell
13,353
-400
-3% -$43.3K 0.07% 107
2024
Q3
$1.64M Sell
13,753
-51,287
-79% -$6.84M 0.1% 98
2024
Q2
$9.28M Buy
65,040
+100
+0.2% +$13.3K 0.61% 38
2024
Q1
$8.34M Sell
64,940
-360
-0.6% -$42.9K 0.56% 39
2023
Q4
$6.76M Sell
65,300
-20
-0% -$1.98K 0.51% 44
2023
Q3
$5.94M Sell
65,320
-6,050
-8% -$533K 0.51% 44
2023
Q2
$5.77M Sell
71,370
-1,560
-2% -$127K 0.47% 50
2023
Q1
$5.8M Sell
72,930
-50
-0.1% -$3.55K 0.52% 47
2022
Q4
$4.94M Buy
+72,980
New +$4.28M 0.45% 46
2016
Q3
Sell
-8,800
Closed -$237K 178
2016
Q2
$237K Hold
8,800
0.04% 145
2016
Q1
$238K Hold
8,800
0.04% 150
2015
Q4
$256K Sell
8,800
-147,600
-94% -$4.09M 0.04% 156
2015
Q3
$4.24M Buy
156,400
+147,600
+1,677% +$4.18M 0.81% 49
2015
Q2
$241K Hold
8,800
0.04% 172
2015
Q1
$235K Buy
+8,800
New +$203K 0.04% 170
2014
Q4
Sell
-8,800
Closed -$210K 201
2014
Q3
$210K Sell
8,800
-490
-5% -$11.3K 0.03% 180
2014
Q2
$215K Hold
9,290
0.03% 187
2014
Q1
$212K Buy
+9,290
New +$198K 0.03% 186
2013
Q4
Sell
-48,600
Closed -$822K 207
2013
Q3
$822K Buy
48,600
+35,300
+265% +$594K 0.13% 114
2013
Q2
$206K Buy
+13,300
New +$221K 0.04% 155

Other funds holding NVO