Birch Capital 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 | $9.58M | Buy |
138,758
+2,764
| +2% | +$191K | 4.9% | 4 |
|
|
2025
Q1 | $9.44M | Buy |
135,994
+1,371
| +1% | +$95.2K | 4.91% | 4 |
|
|
2024
Q4 | $11.6M | Sell |
134,623
-5,510
| -4% | -$474K | 5.83% | 4 |
|
|
2024
Q3 | $16.7M | Sell |
140,133
-1,130
| -0.8% | -$135K | 8.15% | 2 |
|
|
2024
Q2 | $20.2M | Sell |
141,263
-2,454
| -2% | -$350K | 10.48% | 1 |
|
|
2024
Q1 | $18.5M | Sell |
143,717
-2,004
| -1% | -$257K | 9.59% | 1 |
|
|
2023
Q4 | $15.1M | Sell |
145,721
-1,625
| -1% | -$168K | 8.65% | 1 |
|
|
2023
Q3 | $13.4M | Sell |
147,346
-308
| -0.2% | -$28K | 8.48% | 1 |
|
|
2023
Q2 | $11.9M | Sell |
147,654
-4,758
| -3% | -$385K | 7.26% | 2 |
|
|
2023
Q1 | $12.1M | Sell |
152,412
-1,986
| -1% | -$158K | 7.81% | 2 |
|
|
2022
Q4 | $10.4M | Sell |
154,398
-970
| -0.6% | -$65.6K | 7.19% | 1 |
|
|
2022
Q3 | $7.74M | Sell |
155,368
-1,478
| -0.9% | -$73.6K | 5.84% | 2 |
|
|
2022
Q2 | $8.74M | Sell |
156,846
-1,026
| -0.6% | -$57.2K | 6.24% | 2 |
|
|
2022
Q1 | $8.77M | Sell |
157,872
-4,654
| -3% | -$258K | 5.39% | 3 |
|
|
2021
Q4 | $9.1M | Hold |
162,526
| – | – | 5.46% | 3 |
|
|
2021
Q3 | $7.8M | Hold |
162,526
| – | – | 5.3% | 3 |
|
|
2021
Q2 | $6.81M | Sell |
162,526
-380
| -0.2% | -$15.9K | 4.62% | 5 |
|
|
2021
Q1 | $5.49M | Buy |
162,906
+8
| +0% | +$270 | 4.04% | 5 |
|
|
2020
Q4 | $5.69M | Sell |
162,898
-1,146
| -0.7% | -$40K | 4.34% | 4 |
|
|
2020
Q3 | $5.7M | Hold |
164,044
| – | – | 4.95% | 5 |
|
|
2020
Q2 | $5.37M | Sell |
164,044
-940
| -0.6% | -$30.8K | 5.03% | 5 |
|
|
2020
Q1 | $4.97M | Sell |
164,984
-472
| -0.3% | -$14.2K | 5.72% | 2 |
|
|
2019
Q4 | $4.79M | Buy |
+165,456
| New | +$4.79M | 4.69% | 4 |
|