Wealthspire Advisors (Maryland)’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $359K | Sell |
10,334
-12,662
| -55% | -$440K | 0.01% | 321 |
|
|
2020
Q2 | $753K | Sell |
22,996
-9,696
| -30% | -$317K | 0.05% | 197 |
|
|
2020
Q1 | $984K | Sell |
32,692
-3,350
| -9% | -$101K | 0.09% | 135 |
|
|
2019
Q4 | $1.04M | Buy |
36,042
+530
| +1% | +$15.3K | 0.07% | 160 |
|
|
2019
Q3 | $918K | Sell |
35,512
-2,416
| -6% | -$62.5K | 0.07% | 157 |
|
|
2019
Q2 | $968K | Sell |
37,928
-8,768
| -19% | -$224K | 0.07% | 142 |
|
|
2019
Q1 | $1.22M | Sell |
46,696
-646
| -1% | -$16.9K | 0.09% | 116 |
|
|
2018
Q4 | $1.09M | Sell |
47,342
-2,956
| -6% | -$68.1K | 0.1% | 110 |
|
|
2018
Q3 | $1.19M | Sell |
50,298
-3,466
| -6% | -$81.7K | 0.1% | 120 |
|
|
2018
Q2 | $1.24M | Sell |
53,764
-2,114
| -4% | -$48.8K | 0.11% | 108 |
|
|
2018
Q1 | $1.38M | Sell |
55,878
-1,360
| -2% | -$33.5K | 0.13% | 104 |
|
|
2017
Q4 | $1.54M | Buy |
57,238
+5,084
| +10% | +$136K | 0.15% | 98 |
|
|
2017
Q3 | $1.26M | Sell |
52,154
-1,210
| -2% | -$29.1K | 0.14% | 109 |
|
|
2017
Q2 | $1.14M | Sell |
53,364
-2,202
| -4% | -$47.2K | 0.14% | 109 |
|
|
2017
Q1 | $952K | Sell |
55,566
-18
| -0% | -$308 | 0.14% | 102 |
|
|
2016
Q4 | $997K | Sell |
55,584
-10,768
| -16% | -$193K | 0.15% | 102 |
|
|
2016
Q3 | $1.38M | Buy |
66,352
+2,030
| +3% | +$42.2K | 0.22% | 75 |
|
|
2016
Q2 | $1.73M | Buy |
64,322
+422
| +0.7% | +$11.4K | 0.29% | 57 |
|
|
2016
Q1 | $1.73M | Buy |
63,900
+4,744
| +8% | +$129K | 0.31% | 55 |
|
|
2015
Q4 | $1.72M | Buy |
+59,156
| New | +$1.72M | 0.32% | 57 |
|