Family Management’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
$230K Sell
3,330
-569
-15% -$39.3K 0.03% 160
2025
Q1
$271K Buy
3,899
+520
+15% +$36.1K 0.04% 136
2024
Q4
$291K Sell
3,379
-48
-1% -$4.13K 0.05% 132
2024
Q3
$408K Buy
3,427
+48
+1% +$5.72K 0.07% 120
2024
Q2
$482K Buy
3,379
+29
+0.9% +$4.14K 0.08% 99
2024
Q1
$430K Sell
3,350
-2
-0.1% -$257 0.08% 107
2023
Q4
$347K Buy
3,352
+30
+0.9% +$3.1K 0.07% 104
2023
Q3
$302K Buy
3,322
+124
+4% +$11.3K 0.07% 98
2023
Q2
$259K Hold
3,198
0.06% 117
2023
Q1
$254K Hold
3,198
0.06% 102
2022
Q4
$216K Buy
+3,198
New +$216K 0.05% 131