BSW Wealth Partners’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 | $628K | Sell |
9,099
-956
| -10% | -$66K | 0.09% | 133 |
|
|
2025
Q1 | $698K | Buy |
10,055
+759
| +8% | +$52.7K | 0.11% | 117 |
|
|
2024
Q4 | $800K | Buy |
9,296
+213
| +2% | +$18.3K | 0.12% | 108 |
|
|
2024
Q3 | $1.08M | Buy |
9,083
+369
| +4% | +$43.9K | 0.16% | 69 |
|
|
2024
Q2 | $1.24M | Buy |
8,714
+42
| +0.5% | +$6K | 0.2% | 64 |
|
|
2024
Q1 | $1.11M | Sell |
8,672
-1,012
| -10% | -$130K | 0.19% | 69 |
|
|
2023
Q4 | $1M | Sell |
9,684
-42
| -0.4% | -$4.35K | 0.2% | 71 |
|
|
2023
Q3 | $884K | Sell |
9,726
-336
| -3% | -$30.6K | 0.2% | 70 |
|
|
2023
Q2 | $814K | Buy |
10,062
+18
| +0.2% | +$1.46K | 0.17% | 77 |
|
|
2023
Q1 | $799K | Sell |
10,044
-194
| -2% | -$15.4K | 0.16% | 90 |
|
|
2022
Q4 | $693K | Buy |
10,238
+684
| +7% | +$46.3K | 0.15% | 101 |
|
|
2022
Q3 | $476K | Buy |
+9,554
| New | +$476K | 0.12% | 123 |
|
|
2021
Q1 | – | Sell |
-7,454
| Closed | -$260K | – | 223 |
|
|
2020
Q4 | $260K | Buy |
7,454
+858
| +13% | +$29.9K | 0.08% | 138 |
|
|
2020
Q3 | $229K | Buy |
+6,596
| New | +$229K | 0.09% | 122 |
|