BWP
Baldwin Wealth Partners’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
181,125
+11,609
| +7% | +$801K | 0.85% | 36 |
|
|
2025
Q1 | $11.8M | Buy |
169,516
+120,808
| +248% | +$8.39M | 0.83% | 41 |
|
|
2024
Q4 | $4.19M | Sell |
48,708
-6,547
| -12% | -$563K | 0.29% | 63 |
|
|
2024
Q3 | $6.58M | Buy |
55,255
+6,467
| +13% | +$770K | 0.45% | 55 |
|
|
2024
Q2 | $6.96M | Sell |
48,788
-109
| -0.2% | -$15.6K | 0.54% | 50 |
|
|
2024
Q1 | $6.28M | Sell |
48,897
-1,215
| -2% | -$156K | 0.47% | 56 |
|
|
2023
Q4 | $5.18M | Sell |
50,112
-4,002
| -7% | -$414K | 0.41% | 58 |
|
|
2023
Q3 | $4.92M | Buy |
54,114
+27,062
| +100% | +$2.46M | 0.42% | 59 |
|
|
2023
Q2 | $4.38M | Sell |
27,052
-122
| -0.4% | -$19.7K | 0.36% | 61 |
|
|
2023
Q1 | $4.32M | Sell |
27,174
-76
| -0.3% | -$12.1K | 0.38% | 62 |
|
|
2022
Q4 | $3.69M | Buy |
27,250
+24,531
| +902% | +$3.32M | 0.33% | 74 |
|
|
2022
Q3 | $271K | Sell |
2,719
-25
| -0.9% | -$2.49K | 0.04% | 151 |
|
|
2022
Q2 | $306K | Sell |
2,744
-39
| -1% | -$4.35K | 0.04% | 147 |
|
|
2022
Q1 | $309K | Sell |
2,783
-112
| -4% | -$12.4K | 0.03% | 160 |
|
|
2021
Q4 | $324K | Buy |
2,895
+154
| +6% | +$17.2K | 0.03% | 159 |
|
|
2021
Q3 | $263K | Sell |
2,741
-47
| -2% | -$4.51K | 0.03% | 178 |
|
|
2021
Q2 | $234K | Sell |
2,788
-94
| -3% | -$7.89K | 0.03% | 183 |
|
|
2021
Q1 | $194K | Sell |
2,882
-495
| -15% | -$33.3K | 0.02% | 182 |
|
|
2020
Q4 | $236K | Sell |
3,377
-80
| -2% | -$5.59K | 0.03% | 158 |
|
|
2020
Q3 | $240K | Sell |
3,457
-12
| -0.3% | -$833 | 0.03% | 147 |
|
|
2020
Q2 | $227K | Sell |
3,469
-225
| -6% | -$14.7K | 0.03% | 145 |
|
|
2020
Q1 | $222K | Sell |
3,694
-635
| -15% | -$38.2K | 0.04% | 137 |
|
|
2019
Q4 | $251K | Buy |
4,329
+1,012
| +31% | +$58.7K | 0.04% | 160 |
|
|
2019
Q3 | $171K | Sell |
3,317
-13,210
| -80% | -$681K | 0.03% | 183 |
|
|
2019
Q2 | $844K | Sell |
16,527
-3,721
| -18% | -$190K | 0.12% | 90 |
|
|
2019
Q1 | $1.06M | Hold |
20,248
| – | – | 0.16% | 83 |
|
|
2018
Q4 | $933K | Hold |
20,248
| – | – | 0.16% | 82 |
|
|
2018
Q3 | $954K | Sell |
20,248
-1,373
| -6% | -$64.7K | 0.13% | 94 |
|
|
2018
Q2 | $997K | Hold |
21,621
| – | – | 0.16% | 90 |
|
|
2018
Q1 | $1.07M | Sell |
21,621
-200
| -0.9% | -$9.85K | 0.17% | 83 |
|
|
2017
Q4 | $1.17M | Buy |
21,821
+744
| +4% | +$39.9K | 0.18% | 83 |
|
|
2017
Q3 | $1.02M | Hold |
21,077
| – | – | 0.16% | 90 |
|
|
2017
Q2 | $904K | Sell |
21,077
-859
| -4% | -$36.8K | 0.15% | 94 |
|
|
2017
Q1 | $752K | Buy |
21,936
+7,778
| +55% | +$267K | 0.12% | 103 |
|
|
2016
Q4 | $508K | Buy |
14,158
+10,532
| +290% | +$378K | 0.09% | 118 |
|
|
2016
Q3 | $151K | Sell |
3,626
-1,485
| -29% | -$61.8K | 0.03% | 195 |
|
|
2016
Q2 | $275K | Buy |
5,111
+180
| +4% | +$9.69K | 0.06% | 147 |
|
|
2016
Q1 | $267K | Buy |
4,931
+251
| +5% | +$13.6K | 0.05% | 180 |
|
|
2015
Q4 | $272K | Sell |
4,680
-44
| -0.9% | -$2.56K | 0.04% | 191 |
|
|
2015
Q3 | $256K | Sell |
4,724
-750
| -14% | -$40.6K | 0.04% | 198 |
|
|
2015
Q2 | $300K | Hold |
5,474
| – | – | 0.04% | 199 |
|
|
2015
Q1 | $292K | Sell |
5,474
-470
| -8% | -$25.1K | 0.04% | 200 |
|
|
2014
Q4 | $252K | Sell |
5,944
-150
| -2% | -$6.36K | 0.04% | 213 |
|
|
2014
Q3 | $290K | Sell |
6,094
-5,466
| -47% | -$260K | 0.04% | 210 |
|
|
2014
Q2 | $534K | Buy |
11,560
+3,340
| +41% | +$154K | 0.08% | 168 |
|
|
2014
Q1 | $375K | Buy |
8,220
+6,756
| +461% | +$308K | 0.06% | 184 |
|
|
2013
Q4 | $270K | Buy |
1,464
+225
| +18% | +$41.5K | 0.04% | 201 |
|
|
2013
Q3 | $210K | Sell |
1,239
-795
| -39% | -$135K | 0.04% | 219 |
|
|
2013
Q2 | $315K | Buy |
+2,034
| New | +$315K | 0.06% | 176 |
|