Security National Trust’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$295K Hold
7,050
0.07% 139
2021
Q2
$295K Hold
7,050
0.07% 144
2021
Q1
$238K Hold
7,050
0.06% 152
2020
Q4
$246K Hold
7,050
0.06% 147
2020
Q3
$245K Sell
7,050
-300
-4% -$10.4K 0.07% 141
2020
Q2
$241K Hold
7,350
0.07% 141
2020
Q1
$221K Hold
7,350
0.08% 132
2019
Q4
$213K Hold
7,350
0.06% 148
2019
Q3
$190K Hold
7,350
0.06% 157
2019
Q2
$188K Hold
7,350
0.06% 159
2019
Q1
$192K Hold
7,350
0.06% 156
2018
Q4
$169K Sell
7,350
-550
-7% -$12.6K 0.06% 157
2018
Q3
$187K Hold
7,900
0.06% 165
2018
Q2
$182K Hold
7,900
0.06% 164
2018
Q1
$194K Hold
7,900
0.06% 159
2017
Q4
$212K Hold
7,900
0.07% 158
2017
Q3
$190K Hold
7,900
0.06% 169
2017
Q2
$170K Hold
7,900
0.06% 178
2017
Q1
$136K Hold
7,900
0.05% 201
2016
Q4
$142K Sell
7,900
-2,950
-27% -$53K 0.05% 194
2016
Q3
$225K Hold
10,850
0.08% 158
2016
Q2
$292K Hold
10,850
0.11% 141
2016
Q1
$294K Hold
10,850
0.11% 140
2015
Q4
$315K Hold
10,850
0.12% 130
2015
Q3
$294K Hold
10,850
0.11% 142
2015
Q2
$297K Hold
10,850
0.11% 153
2015
Q1
$290K Sell
10,850
-200
-2% -$5.35K 0.1% 159
2014
Q4
$234K Sell
11,050
-1,450
-12% -$30.7K 0.09% 166
2014
Q3
$297K Hold
12,500
0.12% 138
2014
Q2
$289K Hold
12,500
0.11% 144
2014
Q1
$286K Hold
12,500
0.12% 147
2013
Q4
$231K Hold
12,500
0.1% 154
2013
Q3
$211K Buy
12,500
+2,200
+21% +$37.1K 0.09% 158
2013
Q2
$159K Buy
+10,300
New +$159K 0.08% 166