Allworth Financial’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 | $2.74M | Buy |
39,650
+8,845
| +29% | +$610K | 0.01% | 423 |
|
|
2025
Q1 | $1.93M | Sell |
30,805
-2,594
| -8% | -$162K | 0.01% | 408 |
|
|
2024
Q4 | $2.69M | Buy |
33,399
+1,897
| +6% | +$153K | 0.01% | 345 |
|
|
2024
Q3 | $3.75M | Buy |
31,502
+1,062
| +3% | +$126K | 0.02% | 240 |
|
|
2024
Q2 | $4M | Buy |
30,440
+1,303
| +4% | +$171K | 0.03% | 233 |
|
|
2024
Q1 | $3.74M | Buy |
29,137
+13,022
| +81% | +$1.67M | 0.03% | 223 |
|
|
2023
Q4 | $1.67M | Buy |
16,115
+4,504
| +39% | +$466K | 0.01% | 333 |
|
|
2023
Q3 | $1.06M | Buy |
11,611
+1,979
| +21% | +$180K | 0.01% | 368 |
|
|
2023
Q2 | $779K | Buy |
9,632
+4,504
| +88% | +$364K | 0.01% | 419 |
|
|
2023
Q1 | $408K | Buy |
5,128
+456
| +10% | +$36.3K | ﹤0.01% | 509 |
|
|
2022
Q4 | $316K | Buy |
4,672
+140
| +3% | +$9.47K | ﹤0.01% | 546 |
|
|
2022
Q3 | $226K | Buy |
4,532
+3,456
| +321% | +$172K | ﹤0.01% | 567 |
|
|
2022
Q2 | $60K | Buy |
1,076
+276
| +35% | +$15.4K | ﹤0.01% | 842 |
|
|
2022
Q1 | $44K | Hold |
800
| – | – | ﹤0.01% | 941 |
|
|
2021
Q4 | $45K | Hold |
800
| – | – | ﹤0.01% | 874 |
|
|
2021
Q3 | $38K | Hold |
800
| – | – | ﹤0.01% | 847 |
|
|
2021
Q2 | $34K | Buy |
800
+796
| +19,900% | +$33.8K | ﹤0.01% | 713 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1579 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1238 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1304 |
|
|
2017
Q2 | – | Sell |
-162
| Closed | -$3K | – | 811 |
|
|
2017
Q1 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 611 |
|