Stokes Capital 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 | $4.81M | Buy |
69,729
+7,127
| +11% | +$492K | 1.18% | 44 |
|
|
2025
Q1 | $4.35M | Buy |
62,602
+48,947
| +358% | +$3.4M | 1.11% | 44 |
|
|
2024
Q4 | $1.17M | Buy |
13,655
+920
| +7% | +$79.1K | 0.3% | 53 |
|
|
2024
Q3 | $1.52M | Sell |
12,735
-50
| -0.4% | -$5.95K | 0.39% | 51 |
|
|
2024
Q2 | $1.82M | Buy |
12,785
+1,605
| +14% | +$229K | 0.51% | 51 |
|
|
2024
Q1 | $1.44M | Sell |
11,180
-300
| -3% | -$38.5K | 0.42% | 50 |
|
|
2023
Q4 | $1.19M | Hold |
11,480
| – | – | 0.38% | 49 |
|
|
2023
Q3 | $1.04M | Hold |
11,480
| – | – | 0.36% | 52 |
|
|
2023
Q2 | $929K | Hold |
11,480
| – | – | 0.31% | 57 |
|
|
2023
Q1 | $913K | Sell |
11,480
-3,260
| -22% | -$259K | 0.31% | 56 |
|
|
2022
Q4 | $997K | Hold |
14,740
| – | – | 0.34% | 56 |
|
|
2022
Q3 | $734K | Hold |
14,740
| – | – | 0.27% | 62 |
|
|
2022
Q2 | $821K | Hold |
14,740
| – | – | 0.29% | 63 |
|
|
2022
Q1 | $818K | Hold |
14,740
| – | – | 0.24% | 69 |
|
|
2021
Q4 | $825K | Hold |
14,740
| – | – | 0.25% | 62 |
|
|
2021
Q3 | $708K | Hold |
14,740
| – | – | 0.23% | 64 |
|
|
2021
Q2 | $617K | Buy |
+14,740
| New | +$617K | 0.2% | 66 |
|