Aprio 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 | $204K | Sell |
2,950
-1,616
| -35% | -$112K | 0.02% | 387 |
|
|
2025
Q1 | $317K | Buy |
4,566
+499
| +12% | +$34.7K | 0.04% | 261 |
|
|
2024
Q4 | $350K | Sell |
4,067
-1,081
| -21% | -$93K | 0.05% | 183 |
|
|
2024
Q3 | $613K | Buy |
5,148
+230
| +5% | +$27.4K | 0.1% | 111 |
|
|
2024
Q2 | $702K | Buy |
4,918
+536
| +12% | +$76.5K | 0.13% | 93 |
|
|
2024
Q1 | $563K | Buy |
4,382
+401
| +10% | +$51.5K | 0.11% | 95 |
|
|
2023
Q4 | $412K | Buy |
3,981
+429
| +12% | +$44.4K | 0.09% | 107 |
|
|
2023
Q3 | $323K | Buy |
+3,552
| New | +$323K | 0.09% | 112 |
|