BOK Financial Private Wealth’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
$324K Sell
4,690
-2,810
-37% -$194K 0.02% 145
2025
Q1
$529K Sell
7,500
-4,547
-38% -$321K 0.04% 121
2024
Q4
$1.04M Buy
12,047
+32
+0.3% +$2.75K 0.08% 96
2024
Q3
$1.43M Buy
12,015
+2,015
+20% +$240K 0.1% 87
2024
Q2
$1.43M Hold
10,000
0.1% 89
2024
Q1
$1.29M Hold
10,000
0.1% 91
2023
Q4
$1.03M Hold
10,000
0.08% 94
2023
Q3
$909K Hold
10,000
0.08% 95
2023
Q2
$809K Sell
10,000
-54
-0.5% -$4.37K 0.07% 105
2023
Q1
$806K Buy
10,054
+54
+0.5% +$4.33K 0.06% 109
2022
Q4
$677K Sell
10,000
-5,000
-33% -$338K 0.06% 115
2022
Q3
$747K Hold
15,000
0.07% 112
2022
Q2
$836K Sell
15,000
-5,280
-26% -$294K 0.07% 113
2022
Q1
$1.13M Buy
20,280
+238
+1% +$13.2K 0.08% 127
2021
Q4
$1.12M Buy
20,042
+10,312
+106% +$577K 0.08% 126
2021
Q3
$467K Buy
9,730
+68
+0.7% +$3.26K 0.04% 152
2021
Q2
$405K Sell
9,662
-12
-0.1% -$503 0.03% 150
2021
Q1
$326K Buy
9,674
+426
+5% +$14.4K 0.03% 151
2020
Q4
$323K Buy
9,248
+798
+9% +$27.9K 0.03% 147
2020
Q3
$293K Buy
8,450
+484
+6% +$16.8K 0.03% 141
2020
Q2
$261K Sell
7,966
-304
-4% -$9.96K 0.03% 146
2020
Q1
$249K Sell
8,270
-1,172
-12% -$35.3K 0.03% 155
2019
Q4
$273K Buy
+9,442
New +$273K 0.02% 163