SFWA
Summit Financial Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $606K | Sell |
8,725
-495
| -5% | -$34.4K | 0.12% | 83 |
|
|
2024
Q4 | $762K | Sell |
9,220
-330
| -3% | -$27.3K | 0.15% | 74 |
|
|
2024
Q3 | $1.14M | Sell |
9,550
-360
| -4% | -$42.9K | 0.21% | 53 |
|
|
2024
Q2 | $1.41M | Hold |
9,910
| – | – | 0.29% | 45 |
|
|
2024
Q1 | $1.27M | Buy |
+9,910
| New | +$1.27M | 0.26% | 48 |
|
|
2020
Q4 | – | Sell |
-6,000
| Closed | -$390K | – | 110 |
|
|
2020
Q3 | $390K | Hold |
6,000
| – | – | 0.1% | 82 |
|
|
2020
Q2 | $395K | Hold |
6,000
| – | – | 0.11% | 88 |
|
|
2020
Q1 | $364K | Hold |
6,000
| – | – | 0.11% | 85 |
|
|
2019
Q4 | $360K | Hold |
6,000
| – | – | 0.09% | 106 |
|
|
2019
Q3 | $307K | Hold |
6,000
| – | – | 0.08% | 118 |
|
|
2019
Q2 | $306K | Hold |
6,000
| – | – | 0.07% | 120 |
|
|
2019
Q1 | $306K | Hold |
6,000
| – | – | 0.08% | 107 |
|
|
2018
Q4 | $276K | Sell |
6,000
-404
| -6% | -$18.6K | 0.09% | 101 |
|
|
2018
Q3 | $270K | Buy |
+6,404
| New | +$270K | 0.08% | 114 |
|
|
2017
Q1 | – | Sell |
-6,000
| Closed | -$215K | – | 145 |
|
|
2016
Q4 | $215K | Hold |
6,000
| – | – | 0.09% | 132 |
|
|
2016
Q3 | $250K | Sell |
6,000
-97
| -2% | -$4.04K | 0.11% | 122 |
|
|
2016
Q2 | $328K | Hold |
6,097
| – | – | 0.14% | 106 |
|
|
2016
Q1 | $330K | Hold |
6,097
| – | – | 0.14% | 105 |
|
|
2015
Q4 | $354K | Buy |
+6,097
| New | +$354K | 0.16% | 99 |
|