Geneos Wealth 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 | $1.23M | Sell |
17,815
-28,558
| -62% | -$1.97M | 0.03% | 480 |
|
|
2025
Q1 | $3.22M | Buy |
46,373
+27,054
| +140% | +$1.88M | 0.05% | 378 |
|
|
2024
Q4 | $1.66M | Sell |
19,319
-2,483
| -11% | -$214K | 0.06% | 321 |
|
|
2024
Q3 | $2.6M | Buy |
21,802
+5,714
| +36% | +$680K | 0.1% | 240 |
|
|
2024
Q2 | $2.3M | Sell |
16,088
-329
| -2% | -$47K | 0.1% | 229 |
|
|
2024
Q1 | $2.11M | Buy |
16,417
+1,641
| +11% | +$211K | 0.1% | 242 |
|
|
2023
Q4 | $1.53M | Buy |
14,776
+750
| +5% | +$77.6K | 0.08% | 264 |
|
|
2023
Q3 | $1.28M | Buy |
14,026
+424
| +3% | +$38.6K | 0.07% | 276 |
|
|
2023
Q2 | $1.1M | Buy |
13,602
+1,758
| +15% | +$142K | 0.06% | 301 |
|
|
2023
Q1 | $942K | Buy |
11,844
+3,238
| +38% | +$258K | 0.06% | 301 |
|
|
2022
Q4 | $582K | Buy |
8,606
+5,520
| +179% | +$374K | 0.04% | 387 |
|
|
2022
Q3 | $153K | Buy |
3,086
+442
| +17% | +$21.9K | 0.01% | 678 |
|
|
2022
Q2 | $147K | Sell |
2,644
-66
| -2% | -$3.67K | 0.01% | 861 |
|
|
2022
Q1 | $150K | Buy |
2,710
+88
| +3% | +$4.87K | 0.01% | 927 |
|
|
2021
Q4 | $146K | Buy |
2,622
+816
| +45% | +$45.4K | 0.01% | 1016 |
|
|
2021
Q3 | $86K | Hold |
1,806
| – | – | ﹤0.01% | 1230 |
|
|
2021
Q2 | $76K | Sell |
1,806
-290
| -14% | -$12.2K | ﹤0.01% | 1282 |
|
|
2021
Q1 | $77K | Hold |
2,096
| – | – | ﹤0.01% | 1409 |
|
|
2020
Q4 | $61K | Sell |
2,096
-666
| -24% | -$19.4K | ﹤0.01% | 1357 |
|
|
2020
Q3 | $95K | Buy |
2,762
+200
| +8% | +$6.88K | ﹤0.01% | 961 |
|
|
2020
Q2 | $84K | Buy |
2,562
+200
| +8% | +$6.56K | ﹤0.01% | 997 |
|
|
2020
Q1 | $66K | Sell |
2,362
-1,930
| -45% | -$53.9K | ﹤0.01% | 1002 |
|
|
2019
Q4 | $125K | Sell |
4,292
-894
| -17% | -$26K | 0.01% | 867 |
|
|
2019
Q3 | $133K | Hold |
5,186
| – | – | 0.01% | 795 |
|
|
2019
Q2 | $132K | Sell |
5,186
-1,200
| -19% | -$30.5K | 0.01% | 811 |
|
|
2019
Q1 | $167K | Buy |
6,386
+94
| +1% | +$2.46K | 0.01% | 706 |
|
|
2018
Q4 | $144K | Sell |
6,292
-378
| -6% | -$8.65K | 0.01% | 712 |
|
|
2018
Q3 | $157K | Sell |
6,670
-3,620
| -35% | -$85.2K | 0.01% | 732 |
|
|
2018
Q2 | $237K | Buy |
10,290
+450
| +5% | +$10.4K | 0.02% | 525 |
|
|
2018
Q1 | $242K | Buy |
9,840
+670
| +7% | +$16.5K | 0.02% | 485 |
|
|
2017
Q4 | $246K | Sell |
9,170
-770
| -8% | -$20.7K | 0.02% | 480 |
|
|
2017
Q3 | $239K | Hold |
9,940
| – | – | 0.02% | 463 |
|
|
2017
Q2 | $213K | Hold |
9,940
| – | – | 0.02% | 483 |
|
|
2017
Q1 | $170K | Buy |
9,940
+720
| +8% | +$12.3K | 0.02% | 522 |
|
|
2016
Q4 | $165K | Buy |
9,220
+1,282
| +16% | +$22.9K | 0.02% | 502 |
|
|
2016
Q3 | $165K | Buy |
7,938
+178
| +2% | +$3.7K | 0.02% | 482 |
|
|
2016
Q2 | $210K | Hold |
7,760
| – | – | 0.03% | 422 |
|
|
2016
Q1 | $213K | Buy |
+7,760
| New | +$213K | 0.03% | 423 |
|