Agate Pass 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
$571K Buy
8,269
+650
+9% +$44.9K 0.23% 80
2025
Q1
$529K Sell
7,619
-400
-5% -$27.8K 0.23% 84
2024
Q4
$690K Sell
8,019
-4,731
-37% -$407K 0.31% 78
2024
Q3
$1.52M Sell
12,750
-475
-4% -$56.6K 0.76% 41
2024
Q2
$1.89M Sell
13,225
-597
-4% -$85.2K 1% 33
2024
Q1
$1.77M Sell
13,822
-549
-4% -$70.5K 0.95% 34
2023
Q4
$1.49M Buy
14,371
+425
+3% +$44K 0.86% 37
2023
Q3
$1.27M Sell
13,946
-710
-5% -$64.6K 0.86% 37
2023
Q2
$1.19M Sell
14,656
-470
-3% -$38K 0.72% 41
2023
Q1
$1.2M Sell
15,126
-250
-2% -$19.9K 0.79% 41
2022
Q4
$1.04M Buy
15,376
+40
+0.3% +$2.71K 0.74% 42
2022
Q3
$764K Sell
15,336
-360
-2% -$17.9K 0.58% 47
2022
Q2
$875K Buy
15,696
+60
+0.4% +$3.35K 0.62% 47
2022
Q1
$868K Buy
15,636
+900
+6% +$50K 0.54% 52
2021
Q4
$825K Buy
+14,736
New +$825K 0.51% 54