Baron 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 | – | Sell |
-3,564
| Closed | -$247K | – | 262 |
|
|
2025
Q1 | $247K | Buy |
3,564
+270
| +8% | +$18.7K | 0.11% | 154 |
|
|
2024
Q4 | $283K | Buy |
3,294
+70
| +2% | +$6.02K | 0.13% | 132 |
|
|
2024
Q3 | $384K | Buy |
3,224
+510
| +19% | +$60.7K | 0.18% | 90 |
|
|
2024
Q2 | $387K | Sell |
2,714
-72
| -3% | -$10.3K | 0.2% | 78 |
|
|
2024
Q1 | $358K | Buy |
2,786
+376
| +16% | +$48.3K | 0.19% | 91 |
|
|
2023
Q4 | $249K | Sell |
2,410
-378
| -14% | -$39.1K | 0.14% | 136 |
|
|
2023
Q3 | $254K | Sell |
2,788
-146
| -5% | -$13.3K | 0.16% | 109 |
|
|
2023
Q2 | $237K | Sell |
2,934
-594
| -17% | -$48.1K | 0.15% | 118 |
|
|
2023
Q1 | $281K | Sell |
3,528
-834
| -19% | -$66.4K | 0.2% | 91 |
|
|
2022
Q4 | $295K | Buy |
+4,362
| New | +$295K | 0.23% | 78 |
|