Axxcess Wealth Management’s Novo Nordisk NVO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
29,840
+780
+3% +$53.8K 0.05% 289
2025
Q1
$2.02M Sell
29,060
-688
-2% -$47.8K 0.05% 264
2024
Q4
$2.56M Buy
29,748
+2,285
+8% +$197K 0.06% 230
2024
Q3
$3.27M Sell
27,463
-252
-0.9% -$30K 0.08% 188
2024
Q2
$3.96M Buy
27,715
+3,834
+16% +$547K 0.1% 157
2024
Q1
$3.07M Sell
23,881
-7,128
-23% -$915K 0.08% 186
2023
Q4
$3.21M Buy
31,009
+3,407
+12% +$352K 0.09% 177
2023
Q3
$2.51M Buy
27,602
+4,380
+19% +$398K 0.09% 174
2023
Q2
$1.88M Buy
23,222
+6,716
+41% +$543K 0.14% 141
2023
Q1
$1.31M Buy
16,506
+1,444
+10% +$115K 0.1% 188
2022
Q4
$1.02M Buy
15,062
+6,722
+81% +$455K 0.08% 220
2022
Q3
$416K Buy
+8,340
New +$416K 0.04% 346
2022
Q1
Sell
-4,740
Closed -$265K 681
2021
Q4
$265K Buy
+4,740
New +$265K 0.02% 507