MIS
Morningstar Investment Services’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,643
| Closed | -$237K | – | 413 |
|
|
2024
Q2 | $237K | Buy |
+1,643
| New | +$237K | ﹤0.01% | 349 |
|
|
2024
Q1 | – | Sell |
-2,430
| Closed | -$251K | – | 397 |
|
|
2023
Q4 | $251K | Buy |
+2,430
| New | +$251K | ﹤0.01% | 371 |
|
|
2015
Q2 | – | Sell |
-243,107
| Closed | -$13M | – | 219 |
|
|
2015
Q1 | $13M | Buy |
243,107
+31,110
| +15% | +$1.66M | 0.57% | 61 |
|
|
2014
Q4 | $8.97M | Buy |
211,997
+23,699
| +13% | +$1M | 0.42% | 71 |
|
|
2014
Q3 | $8.97M | Buy |
188,298
+14,739
| +8% | +$702K | 0.46% | 65 |
|
|
2014
Q2 | $8.02M | Buy |
173,559
+22,329
| +15% | +$1.03M | 0.47% | 64 |
|
|
2014
Q1 | $6.9M | Buy |
151,230
+123,789
| +451% | +$5.65M | 0.47% | 63 |
|
|
2013
Q4 | $5.07M | Buy |
27,441
+6,420
| +31% | +$1.19M | 0.38% | 70 |
|
|
2013
Q3 | $3.52M | Buy |
21,021
+9,287
| +79% | +$1.55M | 0.31% | 76 |
|
|
2013
Q2 | $1.82M | Buy |
+11,734
| New | +$1.82M | 0.19% | 96 |
|