Center for Financial Planning’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 | $56.2K | Buy |
814
+644
| +379% | +$44.4K | 0.01% | 283 |
|
|
2025
Q1 | $11.8K | Sell |
170
-123
| -42% | -$8.54K | ﹤0.01% | 457 |
|
|
2024
Q4 | $25.2K | Buy |
293
+123
| +72% | +$10.6K | ﹤0.01% | 323 |
|
|
2024
Q3 | $20.2K | Buy |
170
+70
| +70% | +$8.34K | ﹤0.01% | 336 |
|
|
2024
Q2 | $14.3K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $12.8K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $10.3K | Hold |
100
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $9.09K | Hold |
100
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $8.09K | Buy |
+100
| New | +$8.09K | ﹤0.01% | 400 |
|
|
2022
Q3 | – | Sell |
-76
| Closed | -$4K | – | 668 |
|
|
2022
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 440 |
|
|
2020
Q2 | – | Sell |
-106
| Closed | -$3K | – | 530 |
|
|
2020
Q1 | $3K | Hold |
106
| – | – | ﹤0.01% | 469 |
|
|
2019
Q4 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 410 |
|