Strategic Investment 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 | – | Sell |
-6,892
| Closed | -$479K | – | 245 |
|
|
2025
Q1 | $479K | Sell |
6,892
-713
| -9% | -$49.5K | 0.05% | 176 |
|
|
2024
Q4 | $654K | Buy |
7,605
+360
| +5% | +$31K | 0.07% | 147 |
|
|
2024
Q3 | $863K | Buy |
7,245
+248
| +4% | +$29.5K | 0.09% | 126 |
|
|
2024
Q2 | $999K | Sell |
6,997
-180
| -3% | -$25.7K | 0.12% | 108 |
|
|
2024
Q1 | $922K | Buy |
7,177
+330
| +5% | +$42.4K | 0.12% | 115 |
|
|
2023
Q4 | $708K | Sell |
6,847
-216
| -3% | -$22.3K | 0.1% | 134 |
|
|
2023
Q3 | $642K | Sell |
7,063
-2,109
| -23% | -$192K | 0.11% | 149 |
|
|
2023
Q2 | $742K | Buy |
9,172
+1,230
| +15% | +$99.5K | 0.1% | 109 |
|
|
2023
Q1 | $632K | Buy |
7,942
+2,816
| +55% | +$224K | 0.11% | 134 |
|
|
2022
Q4 | $347K | Buy |
+5,126
| New | +$347K | 0.07% | 176 |
|