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