Summit Trail 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 | $683K | Buy |
+9,895
| New | +$683K | 0.01% | 610 |
|
|
2024
Q4 | – | Sell |
-5,987
| Closed | -$713K | – | 641 |
|
|
2024
Q3 | $713K | Buy |
5,987
+40
| +0.7% | +$4.76K | 0.02% | 324 |
|
|
2024
Q2 | $849K | Buy |
5,947
+1,341
| +29% | +$191K | 0.02% | 264 |
|
|
2024
Q1 | $596K | Sell |
4,606
-26
| -0.6% | -$3.36K | 0.02% | 302 |
|
|
2023
Q4 | $479K | Buy |
4,632
+1,404
| +43% | +$145K | 0.02% | 291 |
|
|
2023
Q3 | $294K | Sell |
3,228
-740
| -19% | -$67.3K | 0.01% | 379 |
|
|
2023
Q2 | $321K | Buy |
3,968
+86
| +2% | +$6.96K | 0.01% | 361 |
|
|
2023
Q1 | $311K | Buy |
+3,882
| New | +$311K | 0.01% | 318 |
|
|
2018
Q1 | – | Sell |
-6,212
| Closed | -$179K | – | 1257 |
|
|
2017
Q4 | $179K | Buy |
+6,212
| New | +$179K | 0.02% | 460 |
|