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User

Fred Martin

Disciplined Growth Investors

Fred Martin Novo Nordisk A/S stake

total: 241

Disciplined Growth Investors NVO trades

Total transactions:
3
New positions:
1
Sold out:
1
Reduced:
1
Held since:
2021 Q4
Held for:
2 quarters
Latest activity:
2022 Q2
According to 2026 Q2 report, Fred Martin doesn't hold any Novo Nordisk A/S (NVO) shares. To date, the estimated cost basis is nearly $111.88 for "buy" trades and estimated average "sell" price is $111.19. Disciplined Growth Investors first purchased NVO in 2021 Q4, initially acquiring 3,334 shares. Since the initial investment in Novo Nordisk A/S (NVO), Disciplined Growth Investors has made 2 more transactions.

When did Fred Martin sell Novo Nordisk A/S (NVO)?

Fred Martin sold off the entire Novo Nordisk A/S (NVO) position in 2022 Q2.

When did Fred Martin buy Novo Nordisk A/S (NVO)?

Fred Martin first invested in Novo Nordisk A/S (NVO) in 2021 Q4 at the reported quarter-end price of $111.88 per share.

What's the cost basis of Disciplined Growth Investors's NVO stake?

The estimated cost basis for Novo Nordisk A/S (NVO) stake is around $111.88 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$111.88
Weighted AVG sell price:
$111.19

Fred Martin's historical trades in Novo Nordisk A/S

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q2
0.00%
0
$111.19
-100% (-2,779)
-0.01%
2022 Q1
0.01%
2,779
$111.19
$309,000
-16.65% (-555)
-0%
2021 Q4
0.01%
3,334
$111.88
$373,000
new
+0.01%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.