Simon Quick 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 | $835K | Buy |
12,099
+1,181
| +11% | +$81.5K | 0.03% | 293 |
|
|
2025
Q1 | $758K | Buy |
10,918
+4,241
| +64% | +$294K | 0.04% | 208 |
|
|
2024
Q4 | $574K | Sell |
6,677
-22
| -0.3% | -$1.89K | 0.03% | 222 |
|
|
2024
Q3 | $798K | Buy |
6,699
+832
| +14% | +$99.1K | 0.05% | 184 |
|
|
2024
Q2 | $837K | Buy |
5,867
+570
| +11% | +$81.4K | 0.06% | 149 |
|
|
2024
Q1 | $680K | Buy |
5,297
+2,168
| +69% | +$278K | 0.05% | 159 |
|
|
2023
Q4 | $324K | Sell |
3,129
-973
| -24% | -$101K | 0.03% | 229 |
|
|
2023
Q3 | $373K | Buy |
4,102
+224
| +6% | +$20.4K | 0.04% | 201 |
|
|
2023
Q2 | $314K | Buy |
3,878
+130
| +3% | +$10.5K | 0.03% | 200 |
|
|
2023
Q1 | $298K | Buy |
+3,748
| New | +$298K | 0.03% | 213 |
|
|
2020
Q4 | – | Sell |
-814
| Closed | -$28K | – | 514 |
|
|
2020
Q3 | $28K | Buy |
+814
| New | +$28K | 0.01% | 277 |
|
|
2020
Q1 | – | Sell |
-1,850
| Closed | -$54K | – | 637 |
|
|
2019
Q4 | $54K | Buy |
1,850
+1,632
| +749% | +$47.6K | 0.02% | 213 |
|
|
2019
Q3 | $6K | Buy |
218
+118
| +118% | +$3.25K | ﹤0.01% | 288 |
|
|
2019
Q2 | $2.55K | Buy |
+100
| New | +$2.55K | ﹤0.01% | 344 |
|
|
2018
Q4 | – | Sell |
-234
| Closed | -$6K | – | 356 |
|
|
2018
Q3 | $6K | Hold |
234
| – | – | ﹤0.01% | 253 |
|
|
2018
Q2 | $5K | Hold |
234
| – | – | ﹤0.01% | 292 |
|
|
2018
Q1 | $6K | Hold |
234
| – | – | ﹤0.01% | 254 |
|
|
2017
Q4 | $6K | Buy |
+234
| New | +$6K | ﹤0.01% | 356 |
|
|
2017
Q1 | – | Sell |
-33,990
| Closed | -$609K | – | 370 |
|
|
2016
Q4 | $609K | Buy |
+33,990
| New | +$609K | 0.45% | 46 |
|