Institute for Wealth Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $878K | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $546K | Hold |
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|
2023
Q1 | $537K | Hold |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $201K | Buy |
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