SIA
Schechter Investment Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.49M | Sell |
21,440
-11,403
| -35% | -$792K | 0.12% | 165 |
|
|
2024
Q4 | $2.83M | Sell |
32,843
-923
| -3% | -$79.4K | 0.22% | 95 |
|
|
2024
Q3 | $4.02M | Buy |
33,766
+247
| +0.7% | +$29.4K | 0.3% | 63 |
|
|
2024
Q2 | $4.78M | Buy |
33,519
+367
| +1% | +$52.4K | 0.36% | 53 |
|
|
2024
Q1 | $4.26M | Buy |
33,152
+863
| +3% | +$111K | 0.32% | 59 |
|
|
2023
Q4 | $3.34M | Sell |
32,289
-989
| -3% | -$102K | 0.29% | 61 |
|
|
2023
Q3 | $3.03M | Buy |
33,278
+21,166
| +175% | +$1.92M | 0.29% | 58 |
|
|
2023
Q2 | $1.96M | Buy |
12,112
+3,293
| +37% | +$533K | 0.18% | 109 |
|
|
2023
Q1 | $1.4M | Buy |
8,819
+28
| +0.3% | +$4.46K | 0.13% | 186 |
|
|
2022
Q4 | $1.19M | Buy |
8,791
+799
| +10% | +$108K | 0.11% | 235 |
|
|
2022
Q3 | $796K | Sell |
7,992
-1,011
| -11% | -$101K | 0.08% | 356 |
|
|
2022
Q2 | $1M | Buy |
9,003
+921
| +11% | +$103K | 0.1% | 283 |
|
|
2022
Q1 | $898K | Buy |
8,082
+635
| +9% | +$70.6K | 0.08% | 340 |
|
|
2021
Q4 | $834K | Buy |
+7,447
| New | +$834K | 0.08% | 370 |
|