Carson Wealth (CWM LLC)’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Buy |
107,998
+29,246
| +37% | +$2.02M | 0.03% | 478 |
|
|
2025
Q1 | $5.47M | Sell |
78,752
-15,842
| -17% | -$1.1M | 0.02% | 504 |
|
|
2024
Q4 | $8.14M | Sell |
94,594
-1,010
| -1% | -$86.9K | 0.03% | 362 |
|
|
2024
Q3 | $11.4M | Sell |
95,604
-1,843
| -2% | -$219K | 0.05% | 288 |
|
|
2024
Q2 | $13.9M | Sell |
97,447
-8,880
| -8% | -$1.27M | 0.07% | 246 |
|
|
2024
Q1 | $13.7M | Buy |
106,327
+493
| +0.5% | +$63.3K | 0.07% | 244 |
|
|
2023
Q4 | $10.9M | Sell |
105,834
-4,352
| -4% | -$450K | 0.06% | 259 |
|
|
2023
Q3 | $10M | Sell |
110,186
-27,448
| -20% | -$2.5M | 0.06% | 240 |
|
|
2023
Q2 | $11.1M | Sell |
137,634
-23,834
| -15% | -$1.93M | 0.07% | 219 |
|
|
2023
Q1 | $12.8M | Sell |
161,468
-17,036
| -10% | -$1.36M | 0.09% | 192 |
|
|
2022
Q4 | $12.1M | Sell |
178,504
-12,980
| -7% | -$878K | 0.09% | 180 |
|
|
2022
Q3 | $9.54M | Sell |
191,484
-2,720
| -1% | -$136K | 0.08% | 202 |
|
|
2022
Q2 | $10.8M | Sell |
194,204
-2,968
| -2% | -$165K | 0.08% | 186 |
|
|
2022
Q1 | $10.9M | Buy |
197,172
+748
| +0.4% | +$41.5K | 0.08% | 196 |
|
|
2021
Q4 | $11M | Buy |
+196,424
| New | +$11M | 0.08% | 203 |
|
|
2021
Q2 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2021
Q1 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2020
Q4 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2020
Q3 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2020
Q2 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2020
Q1 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2019
Q4 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2019
Q3 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2019
Q2 | $8.94M | Hold |
213,482
| – | – | 0.07% | 208 |
|
|
2019
Q1 | $8.94M | Buy |
213,482
+210,702
| +7,579% | +$8.83M | 0.07% | 208 |
|
|
2018
Q4 | $64K | Buy |
2,780
+2,036
| +274% | +$46.9K | ﹤0.01% | 822 |
|
|
2018
Q3 | $18K | Sell |
744
-94
| -11% | -$2.27K | ﹤0.01% | 975 |
|
|
2018
Q2 | $19K | Buy |
838
+136
| +19% | +$3.08K | ﹤0.01% | 844 |
|
|
2018
Q1 | $17K | Buy |
702
+268
| +62% | +$6.49K | ﹤0.01% | 734 |
|
|
2017
Q4 | $12K | Sell |
434
-522
| -55% | -$14.4K | ﹤0.01% | 839 |
|
|
2017
Q3 | $23K | Buy |
+956
| New | +$23K | ﹤0.01% | 677 |
|
|
2017
Q1 | – | Sell |
-402
| Closed | -$7K | – | 1265 |
|
|
2016
Q4 | $7K | Buy |
+402
| New | +$7K | ﹤0.01% | 795 |
|
|
2016
Q1 | – | Sell |
-46
| Closed | -$1K | – | 792 |
|
|
2015
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 649 |
|
|
2014
Q1 | – | Sell |
-1,430
| Closed | -$26K | – | 345 |
|
|
2013
Q4 | $26K | Hold |
1,430
| – | – | ﹤0.01% | 315 |
|
|
2013
Q3 | $24K | Buy |
+1,430
| New | +$24K | 0.01% | 248 |
|