Envestnet Portfolio Solutions’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
$3.51M Sell
50,870
-23,699
-32% -$1.64M 0.01% 433
2025
Q1
$5.18M Sell
74,569
-42,157
-36% -$2.93M 0.02% 357
2024
Q4
$10M Sell
116,726
-5,726
-5% -$493K 0.03% 249
2024
Q3
$14.6M Sell
122,452
-60
-0% -$7.14K 0.05% 190
2024
Q2
$17.5M Sell
122,512
-11,014
-8% -$1.57M 0.06% 158
2024
Q1
$17.1M Sell
133,526
-2,349
-2% -$302K 0.06% 155
2023
Q4
$14.1M Sell
135,875
-4,757
-3% -$492K 0.06% 165
2023
Q3
$12.8M Buy
+140,632
New +$12.8M 0.06% 156