Crestwood Advisors Group’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 | $315K | Sell |
4,566
-582
| -11% | -$40.2K | 0.01% | 433 |
|
|
2025
Q1 | $357K | Sell |
5,148
-313
| -6% | -$21.7K | 0.01% | 388 |
|
|
2024
Q4 | $470K | Sell |
5,461
-304
| -5% | -$26.2K | 0.01% | 311 |
|
|
2024
Q3 | $686K | Buy |
5,765
+77
| +1% | +$9.17K | 0.01% | 258 |
|
|
2024
Q2 | $812K | Buy |
5,688
+353
| +7% | +$50.4K | 0.02% | 236 |
|
|
2024
Q1 | $685K | Buy |
5,335
+2,633
| +97% | +$338K | 0.02% | 244 |
|
|
2023
Q4 | $280K | Buy |
2,702
+338
| +14% | +$35K | 0.01% | 335 |
|
|
2023
Q3 | $215K | Buy |
+2,364
| New | +$215K | 0.01% | 336 |
|