Forum Financial 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
$1.66M Buy
24,027
+286
+1% +$19.7K 0.03% 145
2025
Q1
$1.65M Sell
23,741
-156
-0.7% -$10.8K 0.03% 138
2024
Q4
$2.06M Buy
23,897
+219
+0.9% +$18.8K 0.03% 118
2024
Q3
$2.82M Buy
23,678
+257
+1% +$30.6K 0.05% 71
2024
Q2
$3.34M Buy
23,421
+597
+3% +$85.2K 0.06% 63
2024
Q1
$2.93M Sell
22,824
-568
-2% -$72.9K 0.05% 81
2023
Q4
$2.42M Sell
23,392
-1,492
-6% -$154K 0.05% 77
2023
Q3
$2.26M Buy
24,884
+370
+2% +$33.6K 0.05% 75
2023
Q2
$1.98M Buy
24,514
+1,888
+8% +$153K 0.04% 85
2023
Q1
$1.8M Buy
22,626
+10
+0% +$796 0.05% 87
2022
Q4
$1.53M Buy
22,616
+2
+0% +$135 0.05% 90
2022
Q3
$1.13M Buy
22,614
+124
+0.6% +$6.18K 0.05% 100
2022
Q2
$1.25M Hold
22,490
0.06% 102
2022
Q1
$1.25M Buy
22,490
+12
+0.1% +$666 0.06% 99
2021
Q4
$1.26M Buy
+22,478
New +$1.26M 0.06% 97