Mount Yale 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 | $2.18M | Sell |
31,610
-9,899
| -24% | -$683K | 0.17% | 122 |
|
|
2025
Q1 | $2.88M | Buy |
41,509
+7,801
| +23% | +$542K | 0.25% | 88 |
|
|
2024
Q4 | $2.9M | Sell |
33,708
-6,725
| -17% | -$578K | 0.23% | 89 |
|
|
2024
Q3 | $4.81M | Sell |
40,433
-2,140
| -5% | -$255K | 0.46% | 48 |
|
|
2024
Q2 | $6.08M | Sell |
42,573
-20,045
| -32% | -$2.86M | 0.48% | 34 |
|
|
2024
Q1 | $8.04M | Buy |
62,618
+851
| +1% | +$109K | 0.62% | 20 |
|
|
2023
Q4 | $6.39M | Buy |
61,767
+1,027
| +2% | +$106K | 0.61% | 26 |
|
|
2023
Q3 | $5.52M | Sell |
60,740
-6,782
| -10% | -$617K | 0.6% | 32 |
|
|
2023
Q2 | $5.46M | Buy |
67,522
+11,918
| +21% | +$964K | 0.58% | 36 |
|
|
2023
Q1 | $4.42M | Sell |
55,604
-1,802
| -3% | -$143K | 0.5% | 42 |
|
|
2022
Q4 | $3.88M | Buy |
57,406
+480
| +0.8% | +$32.5K | 0.44% | 60 |
|
|
2022
Q3 | $2.84M | Sell |
56,926
-422
| -0.7% | -$21K | 0.38% | 65 |
|
|
2022
Q2 | $3.2M | Buy |
57,348
+14,140
| +33% | +$788K | 0.4% | 60 |
|
|
2022
Q1 | $2.4M | Buy |
+43,208
| New | +$2.4M | 0.26% | 87 |
|
|
2019
Q2 | – | Sell |
-20,060
| Closed | -$525K | – | 319 |
|
|
2019
Q1 | $525K | Sell |
20,060
-61,604
| -75% | -$1.61M | 0.1% | 166 |
|
|
2018
Q4 | $1.99M | Buy |
81,664
+18,358
| +29% | +$447K | 0.4% | 60 |
|
|
2018
Q3 | $1.41M | Sell |
63,306
-1,234
| -2% | -$27.5K | 0.25% | 90 |
|
|
2018
Q2 | $1.49M | Sell |
64,540
-210
| -0.3% | -$4.84K | 0.28% | 87 |
|
|
2018
Q1 | $1.59M | Buy |
+64,750
| New | +$1.59M | 0.34% | 78 |
|