Congress 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 | $4.48M | Sell |
64,859
-55
| -0.1% | -$3.8K | 0.04% | 408 |
|
|
2025
Q1 | $4.63M | Buy |
64,914
+46,835
| +259% | +$3.34M | 0.06% | 340 |
|
|
2024
Q4 | $1.56M | Buy |
18,079
+1,303
| +8% | +$112K | 0.02% | 450 |
|
|
2024
Q3 | $2M | Buy |
16,776
+6,562
| +64% | +$781K | 0.03% | 432 |
|
|
2024
Q2 | $1.46M | Sell |
10,214
-2,015
| -16% | -$288K | 0.02% | 388 |
|
|
2024
Q1 | $1.57M | Sell |
12,229
-1,414
| -10% | -$182K | 0.03% | 340 |
|
|
2023
Q4 | $1.41M | Buy |
13,643
+2,283
| +20% | +$236K | 0.03% | 352 |
|
|
2023
Q3 | $1.03M | Buy |
11,360
+1,806
| +19% | +$164K | 0.02% | 372 |
|
|
2023
Q2 | $773K | Sell |
9,554
-1,140
| -11% | -$92.3K | 0.02% | 366 |
|
|
2023
Q1 | $851K | Buy |
10,694
+264
| +3% | +$21K | 0.02% | 362 |
|
|
2022
Q4 | $706K | Sell |
10,430
-934
| -8% | -$63.2K | 0.02% | 372 |
|
|
2022
Q3 | $566K | Buy |
11,364
+4
| +0% | +$199 | 0.02% | 391 |
|
|
2022
Q2 | $633K | Buy |
11,360
+152
| +1% | +$8.47K | 0.02% | 378 |
|
|
2022
Q1 | $623K | Sell |
11,208
-526
| -4% | -$29.2K | 0.01% | 413 |
|
|
2021
Q4 | $657K | Buy |
+11,734
| New | +$657K | 0.01% | 426 |
|