Bartlett & Co 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 | $2.96M | Buy |
42,920
+34
| +0.1% | +$2.35K | 0.04% | 167 |
|
|
2025
Q1 | $3.03M | Sell |
42,886
-28,859
| -40% | -$2.04M | 0.04% | 159 |
|
|
2024
Q4 | $6.17M | Hold |
71,745
| – | – | 0.09% | 125 |
|
|
2024
Q3 | $8.54M | Sell |
71,745
-2,220
| -3% | -$264K | 0.12% | 110 |
|
|
2024
Q2 | $10.6M | Hold |
73,965
| – | – | 0.16% | 99 |
|
|
2024
Q1 | $9.57M | Sell |
73,965
-29,916
| -29% | -$3.87M | 0.15% | 105 |
|
|
2023
Q4 | $10.7M | Buy |
103,881
+607
| +0.6% | +$62.8K | 0.17% | 92 |
|
|
2023
Q3 | $9.39M | Hold |
103,274
| – | – | 0.17% | 94 |
|
|
2023
Q2 | $8.36M | Hold |
103,274
| – | – | 0.14% | 105 |
|
|
2023
Q1 | $8.28M | Hold |
103,274
| – | – | 0.16% | 99 |
|
|
2022
Q4 | $6.99M | Sell |
103,274
-3,114
| -3% | -$211K | 0.14% | 113 |
|
|
2022
Q3 | $5.3M | Hold |
106,388
| – | – | 0.11% | 124 |
|
|
2022
Q2 | $5.93M | Hold |
106,388
| – | – | 0.12% | 119 |
|
|
2022
Q1 | $5.96M | Sell |
106,388
-2,510
| -2% | -$141K | 0.1% | 125 |
|
|
2021
Q4 | $6.1M | Hold |
108,898
| – | – | 0.1% | 124 |
|
|
2021
Q3 | $5.23M | Sell |
108,898
-48
| -0% | -$2.3K | 0.1% | 122 |
|
|
2021
Q2 | $4.56M | Hold |
108,946
| – | – | 0.09% | 131 |
|
|
2021
Q1 | $3.68M | Sell |
108,946
-2,700
| -2% | -$91.2K | 0.07% | 136 |
|
|
2020
Q4 | $3.9M | Sell |
111,646
-1,728
| -2% | -$60.4K | 0.08% | 137 |
|
|
2020
Q3 | $3.94M | Sell |
113,374
-1,500
| -1% | -$52.1K | 0.09% | 133 |
|
|
2020
Q2 | $3.76M | Hold |
114,874
| – | – | 0.1% | 132 |
|
|
2020
Q1 | $3.5M | Sell |
114,874
-5,460
| -5% | -$166K | 0.11% | 127 |
|
|
2019
Q4 | $3.48M | Sell |
120,334
-720
| -0.6% | -$20.8K | 0.09% | 135 |
|
|
2019
Q3 | $3.13M | Buy |
121,054
+1,334
| +1% | +$34.5K | 0.08% | 142 |
|
|
2019
Q2 | $3.06M | Sell |
119,720
-780
| -0.6% | -$19.9K | 0.11% | 108 |
|
|
2019
Q1 | $3.2M | Sell |
120,500
-4,000
| -3% | -$106K | 0.12% | 105 |
|
|
2018
Q4 | $2.87M | Sell |
124,500
-180
| -0.1% | -$4.15K | 0.12% | 105 |
|
|
2018
Q3 | $2.94M | Hold |
124,680
| – | – | 0.11% | 107 |
|
|
2018
Q2 | $2.88M | Sell |
124,680
-810
| -0.6% | -$18.7K | 0.12% | 103 |
|
|
2018
Q1 | $3.14M | Buy |
+125,490
| New | +$3.14M | 0.13% | 98 |
|