First Foundation 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
$3.03M Buy
43,945
+40,226
+1,082% +$2.78M 0.11% 116
2025
Q1
$258K Sell
3,719
-840
-18% -$58.3K 0.01% 287
2024
Q4
$392K Sell
4,559
-1,446
-24% -$124K 0.01% 253
2024
Q3
$715K Sell
6,005
-698
-10% -$83.1K 0.03% 195
2024
Q2
$957K Sell
6,703
-713
-10% -$102K 0.04% 169
2024
Q1
$952K Buy
7,416
+223
+3% +$28.6K 0.04% 177
2023
Q4
$744K Sell
7,193
-485
-6% -$50.2K 0.03% 191
2023
Q3
$698K Sell
7,678
-542
-7% -$49.3K 0.03% 213
2023
Q2
$665K Buy
8,220
+594
+8% +$48.1K 0.03% 209
2023
Q1
$607K Buy
7,626
+878
+13% +$69.9K 0.03% 213
2022
Q4
$457K Buy
6,748
+904
+15% +$61.2K 0.02% 260
2022
Q3
$291K Buy
5,844
+1,718
+42% +$85.5K 0.01% 295
2022
Q2
$230K Buy
+4,126
New +$230K 0.01% 355