Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,170
| Closed | -$258K | – | 499 |
|
|
2024
Q3 | $258K | Buy |
2,170
+209
| +11% | +$24.9K | 0.02% | 474 |
|
|
2024
Q2 | $280K | Sell |
1,961
-23
| -1% | -$3.28K | 0.02% | 477 |
|
|
2024
Q1 | $255K | Buy |
+1,984
| New | +$255K | 0.02% | 494 |
|
|
2019
Q2 | – | Sell |
-7,806
| Closed | -$204K | – | 336 |
|
|
2019
Q1 | $204K | Buy |
+7,806
| New | +$204K | 0.04% | 292 |
|
|
2016
Q1 | – | Sell |
-7,272
| Closed | -$211K | – | 277 |
|
|
2015
Q4 | $211K | Buy |
7,272
+496
| +7% | +$14.4K | 0.05% | 239 |
|
|
2015
Q3 | $183K | Sell |
6,776
-2,004
| -23% | -$54.1K | 0.05% | 247 |
|
|
2015
Q2 | $240K | Sell |
8,780
-680
| -7% | -$18.6K | 0.06% | 221 |
|
|
2015
Q1 | $253K | Sell |
9,460
-498
| -5% | -$13.3K | 0.06% | 223 |
|
|
2014
Q4 | $211K | Buy |
9,958
+1,706
| +21% | +$36.1K | 0.06% | 219 |
|
|
2014
Q3 | $196K | Buy |
8,252
+5,694
| +223% | +$135K | 0.06% | 221 |
|
|
2014
Q2 | $59K | Sell |
2,558
-62
| -2% | -$1.43K | 0.02% | 357 |
|
|
2014
Q1 | $60K | Sell |
2,620
-6,780
| -72% | -$155K | 0.03% | 323 |
|
|
2013
Q4 | $35K | Buy |
9,400
+7,730
| +463% | +$28.8K | 0.02% | 348 |
|
|
2013
Q3 | $28K | Buy |
+1,670
| New | +$28K | 0.02% | 409 |
|