OneAscent Financial Services’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 | $230K | Sell |
3,319
-5,987
| -64% | -$415K | 0.02% | 483 |
|
|
2025
Q1 | $644K | Buy |
9,306
+4,010
| +76% | +$278K | 0.04% | 285 |
|
|
2024
Q4 | $456K | Buy |
5,296
+531
| +11% | +$45.7K | 0.04% | 277 |
|
|
2024
Q3 | $567K | Buy |
+4,765
| New | +$567K | 0.41% | 62 |
|
|
2024
Q2 | – | Sell |
-3,779
| Closed | -$487K | – | 332 |
|
|
2024
Q1 | $487K | Buy |
3,779
+401
| +12% | +$51.7K | 0.05% | 206 |
|
|
2023
Q4 | $349K | Sell |
3,378
-41
| -1% | -$4.24K | 0.04% | 240 |
|
|
2023
Q3 | $311K | Buy |
+3,419
| New | +$311K | 0.08% | 180 |
|
|
2022
Q1 | – | Sell |
-3,696
| Closed | -$207K | – | 176 |
|
|
2021
Q4 | $207K | Buy |
+3,696
| New | +$207K | 0.4% | 119 |
|
|
2020
Q4 | – | Sell |
-6,556
| Closed | -$228K | – | 165 |
|
|
2020
Q3 | $228K | Buy |
+6,556
| New | +$228K | 0.12% | 162 |
|