EP Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
|
|||||
|
2025
Q1 | $3.26M | Sell |
|
|||||
|
2024
Q4 | $5M | Sell |
|
|||||
|
2024
Q3 | $9M | Buy |
|
|||||
|
2024
Q2 | $9.4M | Buy |
|
|||||
|
2024
Q1 | $6.15M | Buy |
|
|||||
|
2023
Q4 | $4.75M | Buy |
|
|||||
|
2023
Q3 | $4.08M | Buy |
|
|||||
|
2023
Q2 | $3.11M | Sell |
|
|||||
|
2023
Q1 | $21.1M | Buy |
|
|||||
|
2022
Q4 | $2.16M | Buy |
|
|||||
|
2022
Q3 | $1.54M | Buy |
|
|||||
|
2022
Q2 | $538K | Buy |
|
|||||
|
2022
Q1 | $514K | Sell |
|
|||||
|
2021
Q4 | $553K | Buy |
|
|||||
|
2021
Q3 | $405K | Buy |
|
|||||
|
2021
Q2 | $296K | Buy |
|
|||||
|
2021
Q1 | $228K | Hold |
|
|||||
|
2020
Q4 | $237K | Buy |
|