Cumberland Partners’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
-4,679
Closed -$325K 189
2025
Q1
$325K Sell
4,679
-25,000
-84% -$1.74M 0.03% 159
2024
Q4
$2.55M Buy
+29,679
New +$2.55M 0.18% 85
2024
Q3
Sell
-149,653
Closed -$21.4M 188
2024
Q2
$21.4M Sell
149,653
-4,701
-3% -$671K 1.55% 25
2024
Q1
$19.8M Buy
154,354
+60,840
+65% +$7.81M 1.44% 27
2023
Q4
$8.5M Sell
93,514
-250
-0.3% -$22.7K 0.78% 34
2023
Q3
$8.53M Buy
93,764
+1,400
+2% +$127K 0.82% 30
2023
Q2
$7.47M Buy
+92,364
New +$7.47M 0.69% 32