WEC
Winslow Evans & Crocker’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.23M | Buy |
60,511
+4,791
| +9% | +$335K | 0.8% | 25 |
|
|
2020
Q3 | $3.87M | Buy |
55,720
+3,147
| +6% | +$219K | 0.96% | 17 |
|
|
2020
Q2 | $3.44M | Buy |
52,573
+3,389
| +7% | +$222K | 0.92% | 20 |
|
|
2020
Q1 | $2.96M | Sell |
49,184
-150
| -0.3% | -$9.04K | 0.98% | 20 |
|
|
2019
Q4 | $2.86M | Hold |
49,334
| – | – | 0.73% | 29 |
|
|
2019
Q3 | $2.55M | Sell |
49,334
-1,998
| -4% | -$103K | 0.71% | 26 |
|
|
2019
Q2 | $2.62M | Sell |
51,332
-1,434
| -3% | -$73.2K | 0.73% | 26 |
|
|
2019
Q1 | $2.76M | Sell |
52,766
-2,126
| -4% | -$111K | 0.78% | 25 |
|
|
2018
Q4 | $2.53M | Buy |
54,892
+452
| +0.8% | +$20.8K | 0.85% | 24 |
|
|
2018
Q3 | $2.57M | Sell |
54,440
-1,948
| -3% | -$91.9K | 0.78% | 24 |
|
|
2018
Q2 | $2.6M | Buy |
56,388
+6
| +0% | +$277 | 0.82% | 23 |
|
|
2018
Q1 | $2.78M | Sell |
56,382
-1,594
| -3% | -$78.5K | 0.9% | 21 |
|
|
2017
Q4 | $3.11M | Sell |
57,976
-400
| -0.7% | -$21.5K | 1% | 20 |
|
|
2017
Q3 | $2.81M | Sell |
58,376
-10,438
| -15% | -$503K | 0.93% | 23 |
|
|
2017
Q2 | $2.89M | Buy |
68,814
+10,498
| +18% | +$441K | 0.79% | 25 |
|
|
2017
Q1 | $2M | Sell |
58,316
-15,684
| -21% | -$538K | 0.63% | 35 |
|
|
2016
Q4 | $2.65M | Sell |
74,000
-14,420
| -16% | -$517K | 0.82% | 28 |
|
|
2016
Q3 | $3.68M | Buy |
88,420
+8,016
| +10% | +$333K | 1.05% | 18 |
|
|
2016
Q2 | $4.32M | Sell |
80,404
-1,495
| -2% | -$80.4K | 1.29% | 13 |
|
|
2016
Q1 | $4.44M | Sell |
81,899
-245
| -0.3% | -$13.3K | 1.34% | 13 |
|
|
2015
Q4 | $4.77M | Buy |
82,144
+4,586
| +6% | +$266K | 1.37% | 12 |
|
|
2015
Q3 | $4.21M | Buy |
77,558
+1,016
| +1% | +$55.1K | 1.32% | 13 |
|
|
2015
Q2 | $4.19M | Sell |
76,542
-1,602
| -2% | -$87.7K | 1.18% | 14 |
|
|
2015
Q1 | $4.17M | Sell |
78,144
-6,910
| -8% | -$369K | 1.18% | 15 |
|
|
2014
Q4 | $3.6M | Sell |
85,054
-2,044
| -2% | -$86.5K | 1.03% | 18 |
|
|
2014
Q3 | $4.15M | Buy |
87,098
+6,888
| +9% | +$328K | 1.19% | 13 |
|
|
2014
Q2 | $3.7M | Sell |
80,210
-2,008
| -2% | -$92.7K | 1.23% | 9 |
|
|
2014
Q1 | $3.75M | Buy |
82,218
+65,819
| +401% | +$3M | 1.29% | 9 |
|
|
2013
Q4 | $3.03M | Buy |
+16,399
| New | +$3.03M | 1.04% | 14 |
|