Congress Wealth Management’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
Q2
$4.48M Sell
2025
Q1
$4.63M Buy
2024
Q4
$1.56M Buy
2024
Q3
$2M Buy
2024
Q2
$1.46M Sell
2024
Q1
$1.57M Sell
2023
Q4
$1.41M Buy
2023
Q3
$1.03M Buy
2023
Q2
$773K Sell
2023
Q1
$851K Buy
2022
Q4
$706K Sell
2022
Q3
$566K Buy
2022
Q2
$633K Buy
2022
Q1
$623K Sell
2021
Q4
$657K Buy