Exencial 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 | $1.71M | Buy |
24,822
+1,221
| +5% | +$84.3K | 0.06% | 230 |
|
|
2025
Q1 | $1.64M | Buy |
23,601
+507
| +2% | +$35.2K | 0.06% | 231 |
|
|
2024
Q4 | $1.99M | Buy |
23,094
+124
| +0.5% | +$10.7K | 0.07% | 208 |
|
|
2024
Q3 | $2.74M | Buy |
22,970
+594
| +3% | +$70.7K | 0.1% | 184 |
|
|
2024
Q2 | $3.19M | Sell |
22,376
-235
| -1% | -$33.5K | 0.12% | 164 |
|
|
2024
Q1 | $2.9M | Buy |
22,611
+1,408
| +7% | +$181K | 0.11% | 173 |
|
|
2023
Q4 | $2.19M | Sell |
21,203
-1,479
| -7% | -$153K | 0.09% | 189 |
|
|
2023
Q3 | $2.06M | Sell |
22,682
-2,144
| -9% | -$195K | 0.1% | 170 |
|
|
2023
Q2 | $2.01M | Buy |
24,826
+1,072
| +5% | +$86.7K | 0.09% | 181 |
|
|
2023
Q1 | $1.89M | Sell |
23,754
-144,216
| -86% | -$11.5M | 0.1% | 172 |
|
|
2022
Q4 | $11.4M | Sell |
167,970
-27,066
| -14% | -$1.83M | 0.61% | 54 |
|
|
2022
Q3 | $9.72M | Buy |
195,036
+6,038
| +3% | +$301K | 0.59% | 49 |
|
|
2022
Q2 | $10.5M | Sell |
188,998
-68,148
| -27% | -$3.8M | 0.59% | 46 |
|
|
2022
Q1 | $14.3M | Buy |
257,146
+14,144
| +6% | +$785K | 0.72% | 32 |
|
|
2021
Q4 | $13.6M | Buy |
243,002
+14,100
| +6% | +$790K | 0.66% | 33 |
|
|
2021
Q3 | $11M | Buy |
228,902
+5,584
| +3% | +$268K | 0.48% | 48 |
|
|
2021
Q2 | $9.35M | Buy |
223,318
+6,652
| +3% | +$279K | 0.51% | 61 |
|
|
2021
Q1 | $7.3M | Buy |
216,666
+21,330
| +11% | +$719K | 0.43% | 79 |
|
|
2020
Q4 | $6.82M | Sell |
195,336
-177,184
| -48% | -$6.19M | 0.47% | 79 |
|
|
2020
Q3 | $12.9M | Buy |
372,520
+205,384
| +123% | +$7.13M | 0.69% | 41 |
|
|
2020
Q2 | $5.47M | Buy |
+167,136
| New | +$5.47M | 0.47% | 65 |
|