Resonant Capital 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 | $560K | Buy |
8,107
+265
| +3% | +$18.3K | 0.04% | 225 |
|
|
2025
Q1 | $554K | Buy |
7,842
+1,038
| +15% | +$73.3K | 0.04% | 202 |
|
|
2024
Q4 | $585K | Sell |
6,804
-243
| -3% | -$20.9K | 0.04% | 196 |
|
|
2024
Q3 | $839K | Buy |
7,047
+212
| +3% | +$25.2K | 0.06% | 165 |
|
|
2024
Q2 | $976K | Buy |
6,835
+930
| +16% | +$133K | 0.08% | 143 |
|
|
2024
Q1 | $764K | Buy |
5,905
+2,793
| +90% | +$361K | 0.07% | 167 |
|
|
2023
Q4 | $322K | Sell |
3,112
-207
| -6% | -$21.4K | 0.03% | 226 |
|
|
2023
Q3 | $302K | Sell |
3,319
-487
| -13% | -$44.3K | 0.03% | 214 |
|
|
2023
Q2 | $308K | Hold |
3,806
| – | – | 0.03% | 209 |
|
|
2023
Q1 | $305K | Hold |
3,806
| – | – | 0.03% | 197 |
|
|
2022
Q4 | $258K | Buy |
+3,806
| New | +$258K | 0.03% | 228 |
|
|
2022
Q3 | – | Sell |
-3,806
| Closed | -$212K | – | 241 |
|
|
2022
Q2 | $212K | Sell |
3,806
-498
| -12% | -$27.7K | 0.03% | 221 |
|
|
2022
Q1 | $245K | Buy |
4,304
+640
| +17% | +$36.4K | 0.04% | 194 |
|
|
2021
Q4 | $205K | Buy |
+3,664
| New | +$205K | 0.03% | 201 |
|