Patriot Financial Group Insurance Agency’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 | $557K | Buy |
8,070
+116
| +1% | +$8.01K | 0.06% | 293 |
|
|
2025
Q1 | $552K | Sell |
7,954
-2,635
| -25% | -$183K | 0.07% | 276 |
|
|
2024
Q4 | $911K | Sell |
10,589
-1,879
| -15% | -$162K | 0.12% | 190 |
|
|
2024
Q3 | $1.48M | Sell |
12,468
-1,936
| -13% | -$231K | 0.2% | 120 |
|
|
2024
Q2 | $2.06M | Buy |
14,404
+3,375
| +31% | +$482K | 0.3% | 73 |
|
|
2024
Q1 | $1.42M | Buy |
11,029
+2,015
| +22% | +$259K | 0.23% | 107 |
|
|
2023
Q4 | $932K | Buy |
9,014
+3,492
| +63% | +$361K | 0.18% | 141 |
|
|
2023
Q3 | $502K | Sell |
5,522
-4,152
| -43% | -$378K | 0.1% | 231 |
|
|
2023
Q2 | $783K | Sell |
9,674
-1,008
| -9% | -$81.6K | 0.15% | 165 |
|
|
2023
Q1 | $850K | Buy |
10,682
+92
| +0.9% | +$7.32K | 0.17% | 137 |
|
|
2022
Q4 | $717K | Sell |
10,590
-1,074
| -9% | -$72.7K | 0.1% | 148 |
|
|
2022
Q3 | $581K | Sell |
11,664
-976
| -8% | -$48.6K | 0.14% | 176 |
|
|
2022
Q2 | $704K | Sell |
12,640
-354
| -3% | -$19.7K | 0.14% | 149 |
|
|
2022
Q1 | $721K | Buy |
12,994
+800
| +7% | +$44.4K | 0.13% | 178 |
|
|
2021
Q4 | $683K | Buy |
12,194
+1,300
| +12% | +$72.8K | 0.11% | 187 |
|
|
2021
Q3 | $523K | Buy |
10,894
+9,854
| +948% | +$473K | 0.09% | 226 |
|
|
2021
Q2 | $44K | Hold |
1,040
| – | – | 0.01% | 884 |
|
|
2021
Q1 | $35K | Buy |
1,040
+124
| +14% | +$4.17K | 0.01% | 896 |
|
|
2020
Q4 | $32K | Hold |
916
| – | – | 0.01% | 830 |
|
|
2020
Q3 | $32K | Hold |
916
| – | – | 0.01% | 651 |
|
|
2020
Q2 | $30K | Sell |
916
-76
| -8% | -$2.49K | 0.01% | 638 |
|
|
2020
Q1 | $30K | Buy |
+992
| New | +$30K | 0.01% | 565 |
|
|
2018
Q2 | – | Sell |
-398
| Closed | -$10K | – | 816 |
|
|
2018
Q1 | $10K | Hold |
398
| – | – | 0.01% | 598 |
|
|
2017
Q4 | $11K | Hold |
398
| – | – | 0.01% | 574 |
|
|
2017
Q3 | $10K | Hold |
398
| – | – | 0.01% | 553 |
|
|
2017
Q2 | $8K | Hold |
398
| – | – | 0.01% | 580 |
|
|
2017
Q1 | $7K | Hold |
398
| – | – | 0.01% | 565 |
|
|
2016
Q4 | $7K | Buy |
+398
| New | +$7K | 0.01% | 522 |
|