AE Wealth 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 | $393K | Sell |
5,700
-42
| -0.7% | -$2.9K | ﹤0.01% | 1012 |
|
|
2025
Q1 | $399K | Buy |
5,742
+989
| +21% | +$68.7K | ﹤0.01% | 989 |
|
|
2024
Q4 | $409K | Sell |
4,753
-15,324
| -76% | -$1.32M | ﹤0.01% | 969 |
|
|
2024
Q3 | $2.39M | Buy |
20,077
+758
| +4% | +$90.3K | 0.02% | 482 |
|
|
2024
Q2 | $2.76M | Buy |
19,319
+11,930
| +161% | +$1.7M | 0.03% | 446 |
|
|
2024
Q1 | $949K | Sell |
7,389
-56,418
| -88% | -$7.24M | 0.01% | 661 |
|
|
2023
Q4 | $6.9M | Buy |
63,807
+36,919
| +137% | +$3.99M | 0.04% | 493 |
|
|
2023
Q3 | $2.45M | Buy |
26,888
+4,736
| +21% | +$431K | 0.01% | 778 |
|
|
2023
Q2 | $1.79M | Buy |
22,152
+7,846
| +55% | +$635K | 0.01% | 877 |
|
|
2023
Q1 | $1.14M | Buy |
14,306
+1,598
| +13% | +$127K | 0.01% | 999 |
|
|
2022
Q4 | $860K | Buy |
12,708
+1,524
| +14% | +$103K | 0.01% | 1045 |
|
|
2022
Q3 | $557K | Sell |
11,184
-396
| -3% | -$19.7K | ﹤0.01% | 1201 |
|
|
2022
Q2 | $645K | Buy |
11,580
+2,246
| +24% | +$125K | 0.01% | 1069 |
|
|
2022
Q1 | $518K | Buy |
9,334
+1,954
| +26% | +$108K | ﹤0.01% | 1224 |
|
|
2021
Q4 | $413K | Buy |
7,380
+334
| +5% | +$18.7K | ﹤0.01% | 1334 |
|
|
2021
Q3 | $338K | Sell |
7,046
-2,236
| -24% | -$107K | ﹤0.01% | 1315 |
|
|
2021
Q2 | $389K | Buy |
+9,282
| New | +$389K | ﹤0.01% | 1229 |
|
|
2021
Q1 | – | Sell |
-7,708
| Closed | -$269K | – | 1525 |
|
|
2020
Q4 | $269K | Sell |
7,708
-272
| -3% | -$9.49K | ﹤0.01% | 1178 |
|
|
2020
Q3 | $277K | Buy |
7,980
+116
| +1% | +$4.03K | ﹤0.01% | 1062 |
|
|
2020
Q2 | $257K | Sell |
7,864
-584
| -7% | -$19.1K | ﹤0.01% | 1073 |
|
|
2020
Q1 | $254K | Sell |
8,448
-2,748
| -25% | -$82.6K | 0.01% | 927 |
|
|
2019
Q4 | $324K | Hold |
11,196
| – | – | 0.01% | 872 |
|
|
2019
Q3 | $289K | Buy |
11,196
+102
| +0.9% | +$2.63K | 0.01% | 800 |
|
|
2019
Q2 | $283K | Buy |
+11,094
| New | +$283K | 0.01% | 772 |
|