Independent Advisor Alliance’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
$4.17M Sell
60,386
-1,277
-2% -$88.1K 0.12% 141
2025
Q1
$4.28M Sell
61,663
-10,979
-15% -$762K 0.14% 124
2024
Q4
$6.25M Buy
72,642
+1,108
+2% +$95.3K 0.08% 229
2024
Q3
$8.52M Buy
71,534
+1,385
+2% +$165K 0.31% 58
2024
Q2
$10M Buy
70,149
+3,493
+5% +$499K 0.34% 48
2024
Q1
$8.56M Buy
66,656
+765
+1% +$98.2K 0.31% 62
2023
Q4
$6.82M Buy
65,891
+6,435
+11% +$666K 0.25% 77
2023
Q3
$5.41M Buy
59,456
+5,104
+9% +$464K 0.24% 74
2023
Q2
$4.4M Sell
54,352
-5,958
-10% -$482K 0.19% 97
2023
Q1
$4.8M Buy
60,310
+1,190
+2% +$94.7K 0.23% 91
2022
Q4
$4K Sell
59,120
-10,146
-15% -$687 ﹤0.01% 202
2022
Q3
$3.45M Buy
69,266
+3,660
+6% +$182K 0.2% 100
2022
Q2
$3.66M Buy
65,606
+4,932
+8% +$275K 0.2% 102
2022
Q1
$3.37M Buy
60,674
+2,006
+3% +$111K 0.16% 122
2021
Q4
$3.29M Buy
58,668
+1,980
+3% +$111K 0.16% 112
2021
Q3
$2.72M Buy
56,688
+2,624
+5% +$126K 0.15% 128
2021
Q2
$2.26M Buy
54,064
+5,744
+12% +$241K 0.12% 154
2021
Q1
$1.63M Sell
48,320
-496
-1% -$16.7K 0.1% 179
2020
Q4
$1.71M Buy
48,816
+2,632
+6% +$91.9K 0.12% 147
2020
Q3
$1.6M Buy
46,184
+18,656
+68% +$648K 0.12% 138
2020
Q2
$901K Buy
27,528
+7,256
+36% +$237K 0.1% 173
2020
Q1
$610K Buy
20,272
+92
+0.5% +$2.77K 0.09% 187
2019
Q4
$584K Buy
20,180
+300
+2% +$8.68K 0.03% 497
2019
Q3
$514K Sell
19,880
-54
-0.3% -$1.4K 0.06% 249
2019
Q2
$509K Buy
19,934
+950
+5% +$24.3K 0.07% 222
2019
Q1
$497K Sell
18,984
-190
-1% -$4.97K 0.07% 232
2018
Q4
$442K Buy
+19,174
New +$442K 0.08% 221