Sequoia Financial 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 | $2.58M | Buy |
37,434
+5,672
| +18% | +$391K | 0.02% | 406 |
|
|
2025
Q1 | $2.21M | Buy |
31,762
+92
| +0.3% | +$6.39K | 0.02% | 407 |
|
|
2024
Q4 | $2.72M | Buy |
31,670
+151
| +0.5% | +$13K | 0.03% | 348 |
|
|
2024
Q3 | $3.75M | Sell |
31,519
-310
| -1% | -$36.9K | 0.04% | 254 |
|
|
2024
Q2 | $4.54M | Buy |
31,829
+1,394
| +5% | +$199K | 0.05% | 204 |
|
|
2024
Q1 | $3.91M | Sell |
30,435
-10,898
| -26% | -$1.4M | 0.05% | 221 |
|
|
2023
Q4 | $4.28M | Buy |
41,333
+12,733
| +45% | +$1.32M | 0.05% | 227 |
|
|
2023
Q3 | $2.6M | Buy |
28,600
+620
| +2% | +$56.4K | 0.05% | 203 |
|
|
2023
Q2 | $2.26M | Buy |
27,980
+5,662
| +25% | +$458K | 0.04% | 225 |
|
|
2023
Q1 | $1.78M | Buy |
22,318
+1,678
| +8% | +$134K | 0.04% | 231 |
|
|
2022
Q4 | $1.4M | Buy |
20,640
+9,360
| +83% | +$633K | 0.03% | 241 |
|
|
2022
Q3 | $562K | Sell |
11,280
-2,040
| -15% | -$102K | 0.02% | 280 |
|
|
2022
Q2 | $742K | Buy |
13,320
+1,620
| +14% | +$90.2K | 0.02% | 263 |
|
|
2022
Q1 | $650K | Buy |
11,700
+1,890
| +19% | +$105K | 0.02% | 308 |
|
|
2021
Q4 | $549K | Buy |
+9,810
| New | +$549K | 0.02% | 309 |
|
|
2021
Q3 | – | Sell |
-5,754
| Closed | -$241K | – | 389 |
|
|
2021
Q2 | $241K | Buy |
+5,754
| New | +$241K | 0.01% | 417 |
|
|
2021
Q1 | – | Sell |
-5,818
| Closed | -$203K | – | 456 |
|
|
2020
Q4 | $203K | Sell |
5,818
-320
| -5% | -$11.2K | 0.01% | 397 |
|
|
2020
Q3 | $213K | Buy |
+6,138
| New | +$213K | 0.01% | 359 |
|
|
2016
Q1 | – | Sell |
-10,306
| Closed | -$299K | – | 211 |
|
|
2015
Q4 | $299K | Buy |
10,306
+356
| +4% | +$10.3K | 0.12% | 126 |
|
|
2015
Q3 | $270K | Sell |
9,950
-684
| -6% | -$18.6K | 0.12% | 129 |
|
|
2015
Q2 | $291K | Sell |
10,634
-224
| -2% | -$6.13K | 0.12% | 140 |
|
|
2015
Q1 | $290K | Sell |
10,858
-1,584
| -13% | -$42.3K | 0.13% | 135 |
|
|
2014
Q4 | $263K | Buy |
12,442
+1,784
| +17% | +$37.7K | 0.18% | 121 |
|
|
2014
Q3 | $254K | Buy |
10,658
+1,550
| +17% | +$36.9K | 0.18% | 129 |
|
|
2014
Q2 | $210K | Buy |
+9,108
| New | +$210K | 0.16% | 147 |
|