EP Wealth Advisors’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 | $3.29M | Buy |
47,637
+740
| +2% | +$51.1K | 0.02% | 325 |
|
|
2025
Q1 | $3.26M | Sell |
46,897
-11,208
| -19% | -$778K | 0.03% | 280 |
|
|
2024
Q4 | $5M | Sell |
58,105
-17,461
| -23% | -$1.5M | 0.04% | 217 |
|
|
2024
Q3 | $9M | Buy |
75,566
+9,722
| +15% | +$1.16M | 0.08% | 156 |
|
|
2024
Q2 | $9.4M | Buy |
65,844
+17,982
| +38% | +$2.57M | 0.1% | 122 |
|
|
2024
Q1 | $6.15M | Buy |
47,862
+1,935
| +4% | +$248K | 0.07% | 151 |
|
|
2023
Q4 | $4.75M | Buy |
45,927
+1,081
| +2% | +$112K | 0.06% | 166 |
|
|
2023
Q3 | $4.08M | Buy |
44,846
+27,962
| +166% | +$2.54M | 0.06% | 169 |
|
|
2023
Q2 | $3.11M | Sell |
16,884
-135,294
| -89% | -$25M | 0.04% | 201 |
|
|
2023
Q1 | $21.1M | Buy |
152,178
+120,192
| +376% | +$16.7M | 0.36% | 61 |
|
|
2022
Q4 | $2.16M | Buy |
31,986
+1,106
| +4% | +$74.8K | 0.04% | 218 |
|
|
2022
Q3 | $1.54M | Buy |
30,880
+21,222
| +220% | +$1.06M | 0.03% | 205 |
|
|
2022
Q2 | $538K | Buy |
9,658
+408
| +4% | +$22.7K | 0.01% | 356 |
|
|
2022
Q1 | $514K | Sell |
9,250
-624
| -6% | -$34.7K | 0.01% | 380 |
|
|
2021
Q4 | $553K | Buy |
9,874
+1,440
| +17% | +$80.6K | 0.01% | 336 |
|
|
2021
Q3 | $405K | Buy |
8,434
+1,366
| +19% | +$65.6K | 0.01% | 373 |
|
|
2021
Q2 | $296K | Buy |
7,068
+292
| +4% | +$12.2K | 0.01% | 448 |
|
|
2021
Q1 | $228K | Hold |
6,776
| – | – | 0.01% | 450 |
|
|
2020
Q4 | $237K | Buy |
+6,776
| New | +$237K | 0.01% | 380 |
|