Clearstead Trust’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Sell |
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|
2025
Q2 | $739K | Buy |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $140K | Hold |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $96.2K | Buy |
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|
2023
Q2 | $72.3K | Hold |
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|
2023
Q1 | $72.3K | Hold |
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|
2022
Q4 | $61K | Hold |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $53K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $64K | Buy |
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