CreativeOne Wealth’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
Sell
-6,359
Closed -$442K 1160
2025
Q1
$442K Sell
6,359
-13,685
-68% -$950K 0.01% 722
2024
Q4
$1.72M Sell
20,044
-419
-2% -$36K 0.05% 323
2024
Q3
$2.44M Buy
20,463
+12,552
+159% +$1.49M 0.08% 231
2024
Q2
$1.13M Sell
7,911
-9,647
-55% -$1.38M 0.06% 300
2024
Q1
$2.25M Buy
17,558
+12,132
+224% +$1.56M 0.09% 213
2023
Q4
$562K Buy
5,426
+3,214
+145% +$333K 0.04% 345
2023
Q3
$201K Sell
2,212
-10,400
-82% -$945K 0.01% 541
2023
Q2
$1.02M Buy
12,612
+2,968
+31% +$240K 0.05% 329
2023
Q1
$767K Sell
9,644
-148
-2% -$11.8K 0.04% 363
2022
Q4
$663K Buy
+9,792
New +$663K 0.04% 360