SIA
Schear Investment Advisers’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,044
| Closed | -$211K | – | 89 |
|
|
2025
Q1 | $211K | Sell |
3,044
-1,230
| -29% | -$85.4K | 0.12% | 85 |
|
|
2024
Q4 | $368K | Sell |
4,274
-2,189
| -34% | -$188K | 0.2% | 77 |
|
|
2024
Q3 | $770K | Buy |
6,463
+704
| +12% | +$83.8K | 0.48% | 64 |
|
|
2024
Q2 | $822K | Buy |
5,759
+856
| +17% | +$122K | 0.59% | 58 |
|
|
2024
Q1 | $630K | Buy |
+4,903
| New | +$630K | 0.51% | 62 |
|