Badgley Phelps Wealth Managers’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 | $287K | Sell |
4,153
-34
| -0.8% | -$2.35K | 0.01% | 262 |
|
|
2025
Q1 | $296K | Sell |
4,187
-263
| -6% | -$18.6K | 0.01% | 260 |
|
|
2024
Q4 | $383K | Sell |
4,450
-929
| -17% | -$79.9K | 0.01% | 235 |
|
|
2024
Q3 | $640K | Buy |
5,379
+1,127
| +27% | +$134K | 0.01% | 194 |
|
|
2024
Q2 | $607K | Buy |
4,252
+284
| +7% | +$40.5K | 0.02% | 188 |
|
|
2024
Q1 | $513K | Sell |
3,968
-179
| -4% | -$23.2K | 0.01% | 194 |
|
|
2023
Q4 | $429K | Buy |
4,147
+179
| +5% | +$18.5K | 0.01% | 195 |
|
|
2023
Q3 | $361K | Sell |
3,968
-52
| -1% | -$4.73K | 0.01% | 184 |
|
|
2023
Q2 | $325K | Hold |
4,020
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $320K | Sell |
4,020
-148
| -4% | -$11.8K | 0.01% | 176 |
|
|
2022
Q4 | $282K | Hold |
4,168
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $208K | Buy |
4,168
+300
| +8% | +$15K | 0.01% | 189 |
|
|
2022
Q2 | $216K | Sell |
3,868
-300
| -7% | -$16.8K | 0.01% | 189 |
|
|
2022
Q1 | $231K | Buy |
4,168
+556
| +15% | +$30.8K | 0.01% | 199 |
|
|
2021
Q4 | $202K | Buy |
+3,612
| New | +$202K | 0.01% | 213 |
|