TCI Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-86
| Closed | -$6.84K | – | 1535 |
|
|
2023
Q1 | $6.84K | Sell |
86
-192
| -69% | -$13.6K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $18.8K | Buy |
278
+154
| +124% | +$9.03K | ﹤0.01% | 727 |
|
|
2022
Q3 | $6K | Sell |
124
-8
| -6% | -$429 | ﹤0.01% | 1362 |
|
|
2022
Q2 | $7K | Sell |
132
-18
| -12% | -$999 | ﹤0.01% | 1263 |
|
|
2022
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q1 | $5K | Sell |
150
-370
| -71% | -$13.2K | ﹤0.01% | 1281 |
|
|
2020
Q4 | $18K | Sell |
520
-8
| -2% | -$277 | 0.01% | 519 |
|
|
2020
Q3 | $18K | Sell |
528
-104
| -16% | -$3.47K | 0.01% | 473 |
|
|
2020
Q2 | $21K | Buy |
+632
| New | +$20.2K | 0.01% | 434 |
|
|
2020
Q1 | – | Sell |
-184
| Closed | -$5K | – | 1669 |
|
|
2019
Q4 | $5K | Buy |
+184
| New | +$5.09K | ﹤0.01% | 862 |
|
|
2017
Q1 | – | Sell |
-606
| Closed | -$11K | – | 1357 |
|
|
2016
Q4 | $11K | Hold |
606
| – | – | 0.01% | 606 |
|
|
2016
Q3 | $13K | Sell |
606
-478
| -44% | -$11.9K | 0.01% | 523 |
|
|
2016
Q2 | $29K | Hold |
1,084
| – | – | 0.02% | 369 |
|
|
2016
Q1 | $29K | Hold |
1,084
| – | – | 0.02% | 372 |
|
|
2015
Q4 | $31K | Sell |
1,084
-120
| -10% | -$3.32K | 0.02% | 370 |
|
|
2015
Q3 | $33K | Sell |
1,204
-10
| -0.8% | -$283 | 0.02% | 331 |
|
|
2015
Q2 | $33K | Buy |
1,214
+606
| +100% | +$17K | 0.02% | 320 |
|
|
2015
Q1 | $16K | Sell |
608
-20
| -3% | -$461 | 0.01% | 384 |
|
|
2014
Q4 | $13K | Sell |
628
-266
| -30% | -$5.94K | 0.01% | 416 |
|
|
2014
Q3 | $21K | Sell |
894
-206
| -19% | -$4.74K | 0.01% | 330 |
|
|
2014
Q2 | $25K | Hold |
1,100
| – | – | 0.02% | 323 |
|
|
2014
Q1 | $25K | Sell |
1,100
-2,720
| -71% | -$58K | 0.02% | 303 |
|
|
2013
Q4 | $71K | Buy |
3,820
+3,060
| +403% | +$53.3K | 0.04% | 205 |
|
|
2013
Q3 | $0 | Buy |
+760
| New | +$12.8K | ﹤0.01% | 822 |
|
Other funds holding NVO
F
