IFP 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
$781K Buy
11,321
+2,805
+33% +$194K 0.02% 660
2025
Q1
$591K Sell
8,516
-3,042
-26% -$211K 0.02% 721
2024
Q4
$994K Buy
11,558
+594
+5% +$51.1K 0.03% 528
2024
Q3
$1.31M Sell
10,964
-1,002
-8% -$119K 0.05% 410
2024
Q2
$1.71M Buy
11,966
+1,184
+11% +$169K 0.07% 302
2024
Q1
$1.38M Buy
10,782
+4,616
+75% +$593K 0.06% 332
2023
Q4
$638K Buy
6,166
+1,922
+45% +$199K 0.03% 510
2023
Q3
$386K Sell
4,244
-1,008
-19% -$91.7K 0.02% 689
2023
Q2
$425K Sell
5,252
-46
-0.9% -$3.72K 0.02% 706
2023
Q1
$127K Sell
5,298
-2,880
-35% -$68.9K 0.01% 1131
2022
Q4
$202K Sell
8,178
-1,238
-13% -$30.6K 0.01% 1349
2022
Q3
$235K Buy
9,416
+1,146
+14% +$28.6K 0.01% 1318
2022
Q2
$207K Hold
8,270
0.01% 1264
2022
Q1
$207K Buy
8,270
+6,756
+446% +$169K 0.01% 1264
2021
Q4
$86K Sell
1,514
-1,080
-42% -$61.3K ﹤0.01% 1306
2021
Q3
$125K Buy
2,594
+826
+47% +$39.8K ﹤0.01% 1154
2021
Q2
$75K Sell
1,768
-84
-5% -$3.56K ﹤0.01% 1360
2021
Q1
$62K Sell
1,852
-410
-18% -$13.7K ﹤0.01% 1368
2020
Q4
$79K Sell
2,262
-1,030
-31% -$36K ﹤0.01% 1248
2020
Q3
$115K Buy
3,292
+1,784
+118% +$62.3K 0.01% 926
2020
Q2
$50K Sell
1,508
-818
-35% -$27.1K ﹤0.01% 1219
2020
Q1
$66K Sell
2,326
-172
-7% -$4.88K 0.01% 1008
2019
Q4
$73K Buy
2,498
+122
+5% +$3.57K 0.01% 1092
2019
Q3
$61K Buy
+2,376
New +$61K ﹤0.01% 1276
2019
Q1
$79K Sell
3,076
-4,728
-61% -$121K 0.01% 785
2018
Q4
$179K Sell
7,804
-676
-8% -$15.5K 0.01% 911
2018
Q3
$200K Buy
8,480
+316
+4% +$7.45K 0.01% 1073
2018
Q2
$188K Sell
8,164
-13,282
-62% -$306K 0.01% 1085
2018
Q1
$576K Hold
21,446
0.03% 567
2017
Q4
$576K Buy
21,446
+1,044
+5% +$28K 0.03% 564
2017
Q3
$491K Buy
20,402
+624
+3% +$15K 0.02% 699
2017
Q2
$424K Sell
19,778
-1,416
-7% -$30.4K 0.02% 740
2017
Q1
$363K Sell
21,194
-364
-2% -$6.23K 0.02% 819
2016
Q4
$387K Sell
21,558
-1,536
-7% -$27.6K 0.02% 735
2016
Q3
$480K Sell
23,094
-5,344
-19% -$111K 0.03% 575
2016
Q2
$765K Buy
28,438
+25,362
+825% +$682K 0.04% 418
2016
Q1
$79K Sell
3,076
-24,754
-89% -$636K 0.01% 785
2015
Q4
$808K Buy
+27,830
New +$808K 0.05% 358