IAM Advisory’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
Sell
-17,138
Closed -$1.19M 104
2025
Q1
$1.19M Buy
17,138
+302
+2% +$21K 0.31% 56
2024
Q4
$1.45M Buy
16,836
+222
+1% +$19.1K 0.37% 52
2024
Q3
$1.98M Sell
16,614
-231
-1% -$27.5K 0.5% 34
2024
Q2
$2.4M Buy
16,845
+96
+0.6% +$13.7K 0.65% 23
2024
Q1
$2.15M Buy
16,749
+283
+2% +$36.3K 0.59% 27
2023
Q4
$1.7M Buy
16,466
+414
+3% +$42.8K 0.54% 33
2023
Q3
$1.46M Buy
+16,052
New +$1.46M 0.51% 34