Optimum 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 | $204K | Sell |
2,950
-109
| -4% | -$7.52K | 0.09% | 174 |
|
|
2025
Q1 | $212K | Sell |
3,059
-185
| -6% | -$12.8K | 0.1% | 168 |
|
|
2024
Q4 | $279K | Sell |
3,244
-4,750
| -59% | -$409K | 0.12% | 147 |
|
|
2024
Q3 | $952K | Sell |
7,994
-2,128
| -21% | -$253K | 0.41% | 53 |
|
|
2024
Q2 | $1.44M | Hold |
10,122
| – | – | 0.65% | 27 |
|
|
2024
Q1 | $1.3M | Buy |
10,122
+200
| +2% | +$25.7K | 0.6% | 32 |
|
|
2023
Q4 | $1.03M | Sell |
9,922
-550
| -5% | -$56.9K | 0.52% | 40 |
|
|
2023
Q3 | $952K | Sell |
10,472
-472
| -4% | -$42.9K | 0.49% | 47 |
|
|
2023
Q2 | $886K | Buy |
10,944
+2,900
| +36% | +$235K | 0.43% | 57 |
|
|
2023
Q1 | $640K | Hold |
8,044
| – | – | 0.34% | 71 |
|
|
2022
Q4 | $544K | Buy |
8,044
+200
| +3% | +$13.5K | 0.29% | 85 |
|
|
2022
Q3 | $391K | Buy |
7,844
+44
| +0.6% | +$2.19K | 0.21% | 113 |
|
|
2022
Q2 | $435K | Sell |
7,800
-500
| -6% | -$27.9K | 0.22% | 105 |
|
|
2022
Q1 | $461K | Hold |
8,300
| – | – | 0.19% | 114 |
|
|
2021
Q4 | $465K | Sell |
8,300
-100
| -1% | -$5.6K | 0.18% | 118 |
|
|
2021
Q3 | $403K | Hold |
8,400
| – | – | 0.17% | 130 |
|
|
2021
Q2 | $352K | Sell |
8,400
-600
| -7% | -$25.1K | 0.11% | 183 |
|
|
2021
Q1 | $303K | Hold |
9,000
| – | – | 0.09% | 208 |
|
|
2020
Q4 | $314K | Hold |
9,000
| – | – | 0.1% | 192 |
|
|
2020
Q3 | $312K | Hold |
9,000
| – | – | 0.1% | 172 |
|
|
2020
Q2 | $295K | Hold |
9,000
| – | – | 0.1% | 180 |
|
|
2020
Q1 | $271K | Hold |
9,000
| – | – | 0.11% | 178 |
|
|
2019
Q4 | $260K | Buy |
9,000
+800
| +10% | +$23.1K | 0.08% | 236 |
|
|
2019
Q3 | $212K | Buy |
8,200
+800
| +11% | +$20.7K | 0.07% | 254 |
|
|
2019
Q2 | $189K | Hold |
7,400
| – | – | 0.06% | 277 |
|
|
2019
Q1 | $194K | Buy |
+7,400
| New | +$194K | 0.06% | 277 |
|
|
2018
Q2 | – | Sell |
-2,600
| Closed | -$64K | – | 1045 |
|
|
2018
Q1 | $64K | Buy |
+2,600
| New | +$64K | 0.02% | 490 |
|