Centric Wealth 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 | $353K | Buy |
6,920
+780
| +13% | +$39.8K | 0.08% | 139 |
|
|
2025
Q1 | $426K | Hold |
6,140
| – | – | 0.11% | 125 |
|
|
2024
Q4 | $528K | Sell |
6,140
-400
| -6% | -$34.4K | 0.14% | 107 |
|
|
2024
Q3 | $689K | Hold |
6,540
| – | – | 0.18% | 98 |
|
|
2024
Q2 | $829K | Buy |
6,540
+371
| +6% | +$47K | 0.24% | 78 |
|
|
2024
Q1 | $792K | Buy |
6,169
+29
| +0.5% | +$3.72K | 0.25% | 75 |
|
|
2023
Q4 | $726K | Buy |
6,140
+400
| +7% | +$47.3K | 0.24% | 79 |
|
|
2023
Q3 | $522K | Hold |
5,740
| – | – | 0.22% | 72 |
|
|
2023
Q2 | $451K | Hold |
5,740
| – | – | 0.18% | 76 |
|
|
2023
Q1 | $457K | Hold |
5,740
| – | – | 0.2% | 71 |
|
|
2022
Q4 | $388K | Hold |
5,740
| – | – | 0.2% | 71 |
|
|
2022
Q3 | $286K | Sell |
5,740
-442
| -7% | -$22K | 0.11% | 99 |
|
|
2022
Q2 | $344K | Sell |
6,182
-250
| -4% | -$13.9K | 0.13% | 99 |
|
|
2022
Q1 | $357K | Sell |
6,432
-736
| -10% | -$40.9K | 0.11% | 117 |
|
|
2021
Q4 | $401K | Buy |
7,168
+794
| +12% | +$44.4K | 0.13% | 107 |
|
|
2021
Q3 | $306K | Hold |
6,374
| – | – | 0.11% | 119 |
|
|
2021
Q2 | $267K | Buy |
+6,374
| New | +$267K | 0.09% | 128 |
|