Valeo Financial 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 | $1.71M | Sell |
24,798
-2,917
| -11% | -$201K | 0.04% | 194 |
|
|
2025
Q1 | $1.92M | Sell |
27,715
-4,519
| -14% | -$314K | 0.05% | 165 |
|
|
2024
Q4 | $2.77M | Sell |
32,234
-5,854
| -15% | -$504K | 0.08% | 121 |
|
|
2024
Q3 | $4.54M | Sell |
38,088
-469
| -1% | -$55.8K | 0.13% | 79 |
|
|
2024
Q2 | $5.5M | Buy |
38,557
+1,041
| +3% | +$149K | 0.17% | 66 |
|
|
2024
Q1 | $4.74M | Buy |
37,516
+11,547
| +44% | +$1.46M | 0.17% | 62 |
|
|
2023
Q4 | $2.69M | Buy |
25,969
+2,632
| +11% | +$272K | 0.11% | 108 |
|
|
2023
Q3 | $2.12M | Buy |
23,337
+6,191
| +36% | +$563K | 0.1% | 119 |
|
|
2023
Q2 | $1.39M | Sell |
17,146
-40
| -0.2% | -$3.24K | 0.06% | 167 |
|
|
2023
Q1 | $1.37M | Buy |
17,186
+6,494
| +61% | +$517K | 0.07% | 179 |
|
|
2022
Q4 | $724K | Buy |
10,692
+4,926
| +85% | +$333K | 0.04% | 232 |
|
|
2022
Q3 | $287K | Sell |
5,766
-936
| -14% | -$46.6K | 0.02% | 355 |
|
|
2022
Q2 | $373K | Sell |
6,702
-4,474
| -40% | -$249K | 0.02% | 297 |
|
|
2022
Q1 | $621K | Buy |
11,176
+3,716
| +50% | +$206K | 0.03% | 270 |
|
|
2021
Q4 | $418K | Buy |
7,460
+240
| +3% | +$13.4K | 0.02% | 339 |
|
|
2021
Q3 | $347K | Buy |
+7,220
| New | +$347K | 0.02% | 353 |
|
|
2021
Q2 | – | Sell |
-26,166
| Closed | -$882K | – | 1278 |
|
|
2021
Q1 | $882K | Buy |
26,166
+252
| +1% | +$8.49K | 0.04% | 182 |
|
|
2020
Q4 | $905K | Buy |
25,914
+22,024
| +566% | +$769K | 0.05% | 167 |
|
|
2020
Q3 | $135K | Sell |
3,890
-184
| -5% | -$6.39K | 0.01% | 402 |
|
|
2020
Q2 | $133K | Buy |
4,074
+2,466
| +153% | +$80.5K | 0.01% | 403 |
|
|
2020
Q1 | $48K | Buy |
1,608
+246
| +18% | +$7.34K | 0.01% | 597 |
|
|
2019
Q4 | $39K | Buy |
1,362
+146
| +12% | +$4.18K | ﹤0.01% | 730 |
|
|
2019
Q3 | $31K | Sell |
1,216
-42
| -3% | -$1.07K | ﹤0.01% | 721 |
|
|
2019
Q2 | $32K | Buy |
1,258
+1,052
| +511% | +$26.8K | ﹤0.01% | 716 |
|
|
2019
Q1 | $5K | Sell |
206
-20
| -9% | -$485 | ﹤0.01% | 1168 |
|
|
2018
Q4 | $5K | Sell |
226
-1,006
| -82% | -$22.3K | ﹤0.01% | 1077 |
|
|
2018
Q3 | $27K | Buy |
1,232
+524
| +74% | +$11.5K | ﹤0.01% | 672 |
|
|
2018
Q2 | $17K | Hold |
708
| – | – | ﹤0.01% | 805 |
|
|
2018
Q1 | $17K | Sell |
708
-26
| -4% | -$624 | ﹤0.01% | 762 |
|
|
2017
Q4 | $20K | Buy |
734
+528
| +256% | +$14.4K | ﹤0.01% | 663 |
|
|
2017
Q3 | $5K | Buy |
+206
| New | +$5K | ﹤0.01% | 871 |
|