Dynamic Advisor Solutions’s Novo Nordisk NVO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
30,758
+6,920
+29% +$478K 0.07% 297
2025
Q1
$1.66M Sell
23,838
-642
-3% -$44.6K 0.05% 317
2024
Q4
$2.11M Sell
24,480
-2,757
-10% -$237K 0.09% 202
2024
Q3
$3.24M Sell
27,237
-812
-3% -$96.7K 0.1% 229
2024
Q2
$4M Buy
28,049
+4,927
+21% +$703K 0.13% 193
2024
Q1
$2.97M Sell
23,122
-6,497
-22% -$834K 0.1% 241
2023
Q4
$3.14M Buy
29,619
+296
+1% +$31.4K 0.12% 218
2023
Q3
$2.67M Buy
29,323
+1,685
+6% +$153K 0.13% 191
2023
Q2
$2.24M Buy
27,638
+2,616
+10% +$212K 0.12% 206
2023
Q1
$1.99M Buy
25,022
+20,814
+495% +$1.66M 0.12% 212
2022
Q4
$285K Buy
+4,208
New +$285K 0.02% 564
2022
Q3
Sell
-4,076
Closed -$227K 726
2022
Q2
$227K Buy
4,076
+46
+1% +$2.56K 0.02% 614
2022
Q1
$224K Sell
4,030
-892
-18% -$49.6K 0.02% 648
2021
Q4
$276K Buy
4,922
+150
+3% +$8.41K 0.02% 594
2021
Q3
$229K Buy
+4,772
New +$229K 0.02% 657
2019
Q1
Sell
-17,672
Closed -$410K 435
2018
Q4
$410K Sell
17,672
-4,522
-20% -$105K 0.09% 239
2018
Q3
$523K Sell
22,194
-1,272
-5% -$30K 0.11% 215
2018
Q2
$541K Sell
23,466
-670
-3% -$15.4K 0.12% 199
2018
Q1
$594K Buy
24,136
+1,304
+6% +$32.1K 0.15% 171
2017
Q4
$613K Sell
22,832
-424
-2% -$11.4K 0.2% 135
2017
Q3
$560K Sell
23,256
-260
-1% -$6.26K 0.22% 129
2017
Q2
$504K Sell
23,516
-100
-0.4% -$2.14K 0.2% 136
2017
Q1
$405K Buy
23,616
+200
+0.9% +$3.43K 0.16% 152
2016
Q4
$420K Buy
23,416
+1,740
+8% +$31.2K 0.17% 151
2016
Q3
$451K Buy
21,676
+1,050
+5% +$21.8K 0.17% 149
2016
Q2
$555K Sell
20,626
-350
-2% -$9.42K 0.22% 119
2016
Q1
$568K Sell
20,976
-378
-2% -$10.2K 0.24% 107
2015
Q4
$620K Buy
21,354
+4
+0% +$116 0.26% 103
2015
Q3
$579K Buy
21,350
+1,344
+7% +$36.4K 0.29% 89
2015
Q2
$548K Sell
20,006
-10,490
-34% -$287K 0.32% 87
2015
Q1
$814K Buy
30,496
+10,516
+53% +$281K 0.41% 72
2014
Q4
$423K Buy
19,980
+1,060
+6% +$22.4K 0.23% 130
2014
Q3
$450K Sell
18,920
-50
-0.3% -$1.19K 0.24% 121
2014
Q2
$438K Sell
18,970
-11,744
-38% -$271K 0.26% 118
2014
Q1
$701K Sell
30,714
-15,436
-33% -$352K 0.48% 72
2013
Q4
$853K Buy
+46,150
New +$853K 0.63% 46