DWM
Destination Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
45,050
-199,554
| -82% | -$13.8M | 0.09% | 107 |
|
|
2025
Q1 | $17M | Buy |
244,604
+48,461
| +25% | +$3.37M | 0.54% | 64 |
|
|
2024
Q4 | $16.9M | Buy |
196,143
+37,245
| +23% | +$3.2M | 0.53% | 65 |
|
|
2024
Q3 | $18.9M | Buy |
158,898
+8,780
| +6% | +$1.05M | 0.59% | 62 |
|
|
2024
Q2 | $21.4M | Buy |
150,118
+146,642
| +4,219% | +$20.9M | 0.71% | 54 |
|
|
2024
Q1 | $446K | Buy |
3,476
+132
| +4% | +$17K | 0.01% | 151 |
|
|
2023
Q4 | $346K | Sell |
3,344
-310
| -8% | -$32.1K | 0.01% | 163 |
|
|
2023
Q3 | $332K | Buy |
+3,654
| New | +$332K | 0.01% | 159 |
|
|
2019
Q3 | – | Sell |
-1,479
| Closed | -$75K | – | 383 |
|
|
2019
Q2 | $75K | Buy |
1,479
+1,100
| +290% | +$55.8K | ﹤0.01% | 221 |
|
|
2019
Q1 | $20K | Hold |
379
| – | – | ﹤0.01% | 383 |
|
|
2018
Q4 | $17K | Hold |
379
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $18K | Sell |
379
-54
| -12% | -$2.57K | ﹤0.01% | 412 |
|
|
2018
Q2 | $20K | Sell |
433
-192
| -31% | -$8.87K | ﹤0.01% | 347 |
|
|
2018
Q1 | $31K | Buy |
+625
| New | +$31K | ﹤0.01% | 299 |
|
|
2017
Q3 | – | Sell |
-149,693
| Closed | -$6.42M | – | 154 |
|
|
2017
Q2 | $6.42M | Buy |
149,693
+3,615
| +2% | +$155K | 0.43% | 51 |
|
|
2017
Q1 | $5.01M | Buy |
146,078
+9,657
| +7% | +$331K | 0.34% | 52 |
|
|
2016
Q4 | $4.89M | Buy |
136,421
+5,325
| +4% | +$191K | 0.36% | 52 |
|
|
2016
Q3 | $5.45M | Buy |
131,096
+9,394
| +8% | +$391K | 0.42% | 45 |
|
|
2016
Q2 | $6.55M | Sell |
121,702
-5,126
| -4% | -$276K | 0.54% | 40 |
|
|
2016
Q1 | $7.37M | Hold |
126,828
| – | – | 0.71% | 47 |
|
|
2015
Q4 | $7.37M | Buy |
126,828
+551
| +0.4% | +$32K | 0.71% | 47 |
|
|
2015
Q3 | $6.85M | Sell |
126,277
-19,303
| -13% | -$1.05M | 0.76% | 47 |
|
|
2015
Q2 | $7.97M | Buy |
145,580
+12,213
| +9% | +$669K | 0.53% | 51 |
|
|
2015
Q1 | $7.12M | Buy |
+133,367
| New | +$7.12M | 0.77% | 39 |
|