Institute for 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 | $1.09M | Hold |
15,826
| – | – | 0.12% | 179 |
|
|
2025
Q1 | $1.1M | Buy |
15,826
+3
| +0% | +$208 | 0.14% | 168 |
|
|
2024
Q4 | $1.36M | Buy |
15,823
+2,881
| +22% | +$248K | 0.17% | 124 |
|
|
2024
Q3 | $1.54M | Buy |
12,942
+11
| +0.1% | +$1.31K | 0.19% | 116 |
|
|
2024
Q2 | $1.85M | Buy |
12,931
+200
| +2% | +$28.5K | 0.25% | 86 |
|
|
2024
Q1 | $1.63M | Buy |
12,731
+63
| +0.5% | +$8.09K | 0.21% | 105 |
|
|
2023
Q4 | $1.31M | Buy |
12,668
+474
| +4% | +$49K | 0.21% | 117 |
|
|
2023
Q3 | $1.11M | Buy |
12,194
+5,450
| +81% | +$496K | 0.2% | 123 |
|
|
2023
Q2 | $546K | Hold |
6,744
| – | – | 0.09% | 242 |
|
|
2023
Q1 | $537K | Hold |
6,744
| – | – | 0.1% | 245 |
|
|
2022
Q4 | $456K | Buy |
6,744
+54
| +0.8% | +$3.65K | 0.1% | 269 |
|
|
2022
Q3 | $333K | Hold |
6,690
| – | – | 0.07% | 316 |
|
|
2022
Q2 | $373K | Hold |
6,690
| – | – | 0.07% | 336 |
|
|
2022
Q1 | $371K | Hold |
6,690
| – | – | 0.06% | 356 |
|
|
2021
Q4 | $375K | Hold |
6,690
| – | – | 0.06% | 331 |
|
|
2021
Q3 | $321K | Hold |
6,690
| – | – | 0.06% | 355 |
|
|
2021
Q2 | $280K | Hold |
6,690
| – | – | 0.05% | 389 |
|
|
2021
Q1 | $226K | Sell |
6,690
-62
| -0.9% | -$2.09K | 0.04% | 412 |
|
|
2020
Q4 | $236K | Sell |
6,752
-218
| -3% | -$7.62K | 0.05% | 392 |
|
|
2020
Q3 | $242K | Hold |
6,970
| – | – | 0.06% | 358 |
|
|
2020
Q2 | $228K | Buy |
6,970
+242
| +4% | +$7.92K | 0.06% | 374 |
|
|
2020
Q1 | $203K | Sell |
6,728
-204
| -3% | -$6.16K | 0.06% | 361 |
|
|
2019
Q4 | $201K | Buy |
+6,932
| New | +$201K | 0.05% | 422 |
|