Dakota Wealth Management’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
$1.19M Sell
17,301
-3,302
-16% -$228K 0.03% 355
2025
Q1
$1.43M Sell
20,603
-3,381
-14% -$235K 0.03% 309
2024
Q4
$2.06M Sell
23,984
-9,924
-29% -$854K 0.05% 255
2024
Q3
$4.04M Sell
33,908
-2,955
-8% -$352K 0.09% 191
2024
Q2
$5.26M Sell
36,863
-910
-2% -$130K 0.12% 153
2024
Q1
$4.85M Buy
37,773
+14,221
+60% +$1.83M 0.12% 157
2023
Q4
$2.44M Sell
23,552
-1,231
-5% -$127K 0.09% 202
2023
Q3
$2.25M Buy
24,783
+1,035
+4% +$94.1K 0.1% 187
2023
Q2
$1.92M Buy
23,748
+10,380
+78% +$840K 0.09% 184
2023
Q1
$1.06M Buy
13,368
+254
+2% +$20.2K 0.07% 224
2022
Q4
$887K Buy
13,114
+88
+0.7% +$5.96K 0.06% 234
2022
Q3
$649K Buy
13,026
+58
+0.4% +$2.89K 0.05% 291
2022
Q2
$722K Buy
+12,968
New +$722K 0.07% 229