Stamos Capital Partners’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 | $5.78M | Buy |
83,778
+51,364
| +158% | +$3.55M | 1.04% | 26 |
|
|
2025
Q1 | $2.25M | Buy |
32,414
+15,134
| +88% | +$1.05M | 0.59% | 52 |
|
|
2024
Q4 | $1.49M | Buy |
17,280
+15,200
| +731% | +$1.31M | 0.35% | 90 |
|
|
2024
Q3 | $248K | Sell |
2,080
-1,450
| -41% | -$173K | 0.06% | 126 |
|
|
2024
Q2 | $504K | Sell |
3,530
-350
| -9% | -$50K | 0.11% | 127 |
|
|
2024
Q1 | $498K | Sell |
3,880
-1,190
| -23% | -$153K | 0.11% | 110 |
|
|
2023
Q4 | $524K | Buy |
+5,070
| New | +$524K | 0.14% | 93 |
|