BTWM
Baker Tilly Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
12,548
-251
| -2% | -$17.3K | 0.31% | 71 |
|
|
2025
Q1 | $889K | Buy |
12,799
+4,383
| +52% | +$304K | 0.35% | 68 |
|
|
2024
Q4 | $724K | Sell |
8,416
-1,902
| -18% | -$164K | 0.28% | 82 |
|
|
2024
Q3 | $1.23M | Sell |
10,318
-2,873
| -22% | -$342K | 0.54% | 35 |
|
|
2024
Q2 | $1.88M | Sell |
13,191
-26,716
| -67% | -$3.81M | 0.77% | 23 |
|
|
2024
Q1 | $5.12M | Sell |
39,907
-1,428
| -3% | -$183K | 0.93% | 17 |
|
|
2023
Q4 | $4.28M | Sell |
41,335
-3,081
| -7% | -$319K | 0.7% | 22 |
|
|
2023
Q3 | $4.04M | Buy |
44,416
+15,586
| +54% | +$1.42M | 0.67% | 26 |
|
|
2023
Q2 | $4.67M | Buy |
28,830
+600
| +2% | +$97.1K | 0.49% | 43 |
|
|
2023
Q1 | $4.49M | Sell |
28,230
-6,686
| -19% | -$1.06M | 0.51% | 42 |
|
|
2022
Q4 | $4.73M | Buy |
34,916
+2,820
| +9% | +$382K | 0.58% | 41 |
|
|
2022
Q3 | $3.2M | Sell |
32,096
-414
| -1% | -$41.3K | 0.44% | 52 |
|
|
2022
Q2 | $3.62M | Sell |
32,510
-366
| -1% | -$40.8K | 0.48% | 49 |
|
|
2022
Q1 | $3.65M | Buy |
32,876
+1,874
| +6% | +$208K | 0.4% | 56 |
|
|
2021
Q4 | $3.47M | Buy |
31,002
+4,127
| +15% | +$462K | 0.37% | 55 |
|
|
2021
Q3 | $2.58M | Buy |
26,875
+118
| +0.4% | +$11.3K | 0.34% | 56 |
|
|
2021
Q2 | $2.24M | Buy |
26,757
+2,305
| +9% | +$193K | 0.36% | 56 |
|
|
2021
Q1 | $1.65M | Buy |
24,452
+6,468
| +36% | +$436K | 0.34% | 70 |
|
|
2020
Q4 | $1.26M | Buy |
+17,984
| New | +$1.26M | 0.39% | 59 |
|