TrinityPoint Wealth’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.54M | Buy |
17,918
+1,565
| +10% | +$135K | 0.22% | 107 |
|
|
2024
Q3 | $1.95M | Sell |
16,353
-1,778
| -10% | -$212K | 0.28% | 89 |
|
|
2024
Q2 | $2.59M | Sell |
18,131
-649
| -3% | -$92.6K | 0.4% | 63 |
|
|
2024
Q1 | $2.41M | Sell |
18,780
-18
| -0.1% | -$2.31K | 0.4% | 64 |
|
|
2023
Q4 | $1.94M | Sell |
18,798
-1,458
| -7% | -$151K | 0.35% | 76 |
|
|
2023
Q3 | $1.84M | Sell |
20,256
-2,458
| -11% | -$224K | 0.37% | 77 |
|
|
2023
Q2 | $1.84M | Sell |
22,714
-1,882
| -8% | -$152K | 0.36% | 75 |
|
|
2023
Q1 | $1.96M | Sell |
24,596
-2,168
| -8% | -$173K | 0.42% | 65 |
|
|
2022
Q4 | $1.81M | Sell |
26,764
-1,194
| -4% | -$80.8K | 0.41% | 68 |
|
|
2022
Q3 | $1.39M | Buy |
27,958
+1,602
| +6% | +$79.8K | 0.32% | 83 |
|
|
2022
Q2 | $1.47M | Sell |
26,356
-1,312
| -5% | -$73.1K | 0.32% | 74 |
|
|
2022
Q1 | $1.54M | Sell |
27,668
-370
| -1% | -$20.5K | 0.28% | 81 |
|
|
2021
Q4 | $1.57M | Sell |
28,038
-346
| -1% | -$19.4K | 0.28% | 84 |
|
|
2021
Q3 | $1.36M | Sell |
28,384
-3,162
| -10% | -$152K | 0.26% | 85 |
|
|
2021
Q2 | $1.32M | Buy |
31,546
+700
| +2% | +$29.3K | 0.27% | 86 |
|
|
2021
Q1 | $1.04M | Sell |
30,846
-1,160
| -4% | -$39.1K | 0.24% | 96 |
|
|
2020
Q4 | $1.17M | Buy |
32,006
+960
| +3% | +$35.2K | 0.28% | 85 |
|
|
2020
Q3 | $1.08M | Sell |
31,046
-480
| -2% | -$16.7K | 0.3% | 85 |
|
|
2020
Q2 | $1.03M | Sell |
31,526
-2,404
| -7% | -$78.7K | 0.33% | 83 |
|
|
2020
Q1 | $1.02M | Buy |
33,930
+1,430
| +4% | +$43K | 0.4% | 67 |
|
|
2019
Q4 | $941K | Sell |
32,500
-4,804
| -13% | -$139K | 0.32% | 79 |
|
|
2019
Q3 | $1.06M | Buy |
+37,304
| New | +$1.06M | 0.37% | 73 |
|