Creative 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 | $25.7M | Buy |
372,131
+71,786
| +24% | +$4.95M | 0.02% | 287 |
|
2025
Q1 | $20.9M | Sell |
300,345
-8,277
| -3% | -$575K | 0.02% | 315 |
|
2024
Q4 | $26.5M | Buy |
308,622
+13,823
| +5% | +$1.19M | 0.03% | 239 |
|
2024
Q3 | $35.1M | Buy |
294,799
+13,203
| +5% | +$1.57M | 0.03% | 192 |
|
2024
Q2 | $40.2M | Buy |
281,596
+22,848
| +9% | +$3.26M | 0.04% | 165 |
|
2024
Q1 | $33.2M | Buy |
258,748
+41,425
| +19% | +$5.32M | 0.04% | 181 |
|
2023
Q4 | $22.5M | Buy |
217,323
+27,776
| +15% | +$2.87M | 0.04% | 225 |
|
2023
Q3 | $17.2M | Buy |
189,547
+13,787
| +8% | +$1.25M | 0.02% | 258 |
|
2023
Q2 | $14.2M | Buy |
175,760
+18,620
| +12% | +$1.51M | 0.02% | 283 |
|
2023
Q1 | $12.5M | Buy |
157,140
+7,412
| +5% | +$590K | 0.02% | 299 |
|
2022
Q4 | $10.1M | Buy |
149,728
+5,174
| +4% | +$350K | 0.02% | 335 |
|
2022
Q3 | $7.2M | Buy |
144,554
+10,970
| +8% | +$546K | 0.01% | 363 |
|
2022
Q2 | $7.44M | Buy |
133,584
+19,626
| +17% | +$1.09M | 0.01% | 372 |
|
2022
Q1 | $6.33M | Buy |
113,958
+2,518
| +2% | +$140K | 0.01% | 404 |
|
2021
Q4 | $6.24M | Sell |
111,440
-6,670
| -6% | -$374K | 0.01% | 372 |
|
2021
Q3 | $5.67M | Sell |
118,110
-11,698
| -9% | -$562K | 0.01% | 388 |
|
2021
Q2 | $5.44M | Sell |
129,808
-53,478
| -29% | -$2.24M | 0.01% | 389 |
|
2021
Q1 | $6.18M | Sell |
183,286
-43,984
| -19% | -$1.48M | 0.01% | 358 |
|
2020
Q4 | $7.94M | Buy |
227,270
+171,386
| +307% | +$5.99M | 0.02% | 294 |
|
2020
Q3 | $1.94M | Buy |
55,884
+9,546
| +21% | +$331K | 0.01% | 567 |
|
2020
Q2 | $1.52M | Sell |
46,338
-16,880
| -27% | -$553K | ﹤0.01% | 587 |
|
2020
Q1 | $1.9M | Sell |
63,218
-204
| -0.3% | -$6.14K | 0.01% | 446 |
|
2019
Q4 | $1.84M | Sell |
63,422
-6,320
| -9% | -$183K | 0.01% | 542 |
|
2019
Q3 | $1.8M | Sell |
69,742
-1,016
| -1% | -$26.3K | 0.01% | 521 |
|
2019
Q2 | $1.81M | Buy |
70,758
+17,480
| +33% | +$446K | 0.01% | 529 |
|
2019
Q1 | $1.39M | Sell |
53,278
-19,678
| -27% | -$514K | 0.01% | 599 |
|
2018
Q4 | $1.68M | Sell |
72,956
-7,390
| -9% | -$170K | 0.01% | 462 |
|
2018
Q3 | $1.89M | Sell |
80,346
-1,814
| -2% | -$42.8K | 0.01% | 492 |
|
2018
Q2 | $1.9M | Buy |
82,160
+4,904
| +6% | +$113K | 0.01% | 482 |
|
2018
Q1 | $1.9M | Sell |
77,256
-13,502
| -15% | -$332K | 0.01% | 475 |
|
2017
Q4 | $2.44M | Buy |
90,758
+9,374
| +12% | +$252K | 0.01% | 414 |
|
2017
Q3 | $1.96M | Buy |
81,384
+3,764
| +5% | +$90.6K | 0.01% | 468 |
|
2017
Q2 | $1.67M | Sell |
77,620
-3,624
| -4% | -$77.7K | 0.01% | 492 |
|
2017
Q1 | $1.39M | Buy |
81,244
+31,492
| +63% | +$540K | 0.01% | 547 |
|
2016
Q4 | $892K | Buy |
49,752
+1,564
| +3% | +$28K | 0.01% | 670 |
|
2016
Q3 | $1M | Sell |
48,188
-1,412
| -3% | -$29.4K | 0.01% | 586 |
|
2016
Q2 | $1.33M | Sell |
49,600
-628
| -1% | -$16.9K | 0.01% | 440 |
|
2016
Q1 | $1.36M | Buy |
50,228
+2,188
| +5% | +$59.3K | 0.01% | 409 |
|
2015
Q4 | $1.4M | Buy |
48,040
+2,914
| +6% | +$84.6K | 0.01% | 406 |
|
2015
Q3 | $1.22M | Buy |
45,126
+264
| +0.6% | +$7.16K | 0.01% | 427 |
|
2015
Q2 | $1.23M | Buy |
44,862
+4,374
| +11% | +$120K | 0.01% | 414 |
|
2015
Q1 | $1.08M | Sell |
40,488
-1,478
| -4% | -$39.5K | 0.01% | 433 |
|
2014
Q4 | $888K | Buy |
41,966
+5,798
| +16% | +$123K | 0.01% | 492 |
|
2014
Q3 | $861K | Buy |
36,168
+5,930
| +20% | +$141K | 0.01% | 448 |
|
2014
Q2 | $698K | Sell |
30,238
-8,092
| -21% | -$187K | 0.01% | 514 |
|
2014
Q1 | $875K | Sell |
38,330
-4,560
| -11% | -$104K | 0.01% | 414 |
|
2013
Q4 | $793K | Buy |
42,890
+11,360
| +36% | +$210K | 0.01% | 367 |
|
2013
Q3 | $534K | Sell |
31,530
-420
| -1% | -$7.11K | 0.01% | 428 |
|
2013
Q2 | $495K | Buy |
+31,950
| New | +$495K | 0.01% | 405 |
|