Westside Investment Management’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 | $163K | Buy |
2,357
+473
| +25% | +$32.7K | 0.03% | 278 |
|
|
2025
Q1 | $131K | Buy |
1,884
+58
| +3% | +$4.02K | 0.03% | 282 |
|
|
2024
Q4 | $157K | Hold |
1,826
| – | – | 0.03% | 258 |
|
|
2024
Q3 | $218K | Hold |
1,826
| – | – | 0.05% | 225 |
|
|
2024
Q2 | $261K | Buy |
1,826
+398
| +28% | +$56.8K | 0.06% | 200 |
|
|
2024
Q1 | $183K | Hold |
1,428
| – | – | 0.04% | 240 |
|
|
2023
Q4 | $148K | Hold |
1,428
| – | – | 0.04% | 240 |
|
|
2023
Q3 | $130K | Sell |
1,428
-130
| -8% | -$11.8K | 0.04% | 243 |
|
|
2023
Q2 | $126K | Hold |
1,558
| – | – | 0.04% | 250 |
|
|
2023
Q1 | $124K | Sell |
1,558
-200
| -11% | -$15.9K | 0.04% | 250 |
|
|
2022
Q4 | $118 | Buy |
1,758
+558
| +47% | +$37 | ﹤0.01% | 352 |
|
|
2022
Q3 | $59 | Hold |
1,200
| – | – | ﹤0.01% | 400 |
|
|
2022
Q2 | $66 | Hold |
1,200
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $66 | Hold |
1,200
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $67 | Hold |
1,200
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $57 | Hold |
1,200
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $50 | Hold |
1,200
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $40 | Hold |
1,200
| – | – | ﹤0.01% | 394 |
|
|
2020
Q4 | $41 | Hold |
1,200
| – | – | ﹤0.01% | 360 |
|
|
2020
Q3 | $41 | Hold |
1,200
| – | – | ﹤0.01% | 361 |
|
|
2020
Q2 | $39 | Hold |
1,200
| – | – | ﹤0.01% | 352 |
|
|
2020
Q1 | $36 | Buy |
+1,200
| New | +$36 | ﹤0.01% | 357 |
|
|
2019
Q2 | $193 | Buy |
+7,600
| New | +$193 | ﹤0.01% | 196 |
|
|
2018
Q4 | $417K | Hold |
18,100
| – | – | 0.15% | 98 |
|
|
2018
Q3 | $421K | Sell |
18,100
-1,000
| -5% | -$23.3K | 0.13% | 97 |
|
|
2018
Q2 | $448K | Buy |
19,100
+750
| +4% | +$17.6K | 0.16% | 88 |
|
|
2018
Q1 | $444K | Hold |
18,350
| – | – | 0.24% | 86 |
|
|
2017
Q4 | $502K | Hold |
18,350
| – | – | 0.27% | 78 |
|
|
2017
Q3 | $451K | Sell |
18,350
-108
| -0.6% | -$2.66K | 0.27% | 82 |
|
|
2017
Q2 | $389K | Sell |
18,458
-1,000
| -5% | -$21.1K | 0.25% | 90 |
|
|
2017
Q1 | $347K | Buy |
19,458
+6,800
| +54% | +$121K | 0.17% | 90 |
|
|
2016
Q4 | $225K | Buy |
+12,658
| New | +$225K | 0.15% | 88 |
|