Integrated Wealth Concepts’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 | $1.75M | Sell |
25,417
-1,295
| -5% | -$89.4K | 0.02% | 662 |
|
|
2025
Q1 | $1.85M | Buy |
26,712
+1,630
| +6% | +$113K | 0.02% | 596 |
|
|
2024
Q4 | $2.16M | Sell |
25,082
-7,945
| -24% | -$683K | 0.03% | 532 |
|
|
2024
Q3 | $3.93M | Buy |
33,027
+477
| +1% | +$56.8K | 0.05% | 343 |
|
|
2024
Q2 | $4.65M | Sell |
32,550
-757
| -2% | -$108K | 0.06% | 275 |
|
|
2024
Q1 | $4.28M | Buy |
33,307
+8,569
| +35% | +$1.1M | 0.06% | 297 |
|
|
2023
Q4 | $2.56M | Sell |
24,738
-603
| -2% | -$62.4K | 0.04% | 397 |
|
|
2023
Q3 | $2.3M | Buy |
25,341
+7,331
| +41% | +$667K | 0.04% | 406 |
|
|
2023
Q2 | $1.46M | Buy |
18,010
+4,856
| +37% | +$393K | 0.03% | 557 |
|
|
2023
Q1 | $1.05M | Sell |
13,154
-43,154
| -77% | -$3.43M | 0.02% | 598 |
|
|
2022
Q4 | $3.81M | Buy |
56,308
+674
| +1% | +$45.6K | 0.1% | 194 |
|
|
2022
Q3 | $2.77M | Buy |
55,634
+658
| +1% | +$32.8K | 0.09% | 214 |
|
|
2022
Q2 | $3.06M | Buy |
54,976
+1,730
| +3% | +$96.4K | 0.1% | 197 |
|
|
2022
Q1 | $2.96M | Buy |
53,246
+2,990
| +6% | +$166K | 0.09% | 197 |
|
|
2021
Q4 | $2.81M | Buy |
50,256
+4,298
| +9% | +$241K | 0.08% | 206 |
|
|
2021
Q3 | $2.21M | Buy |
45,958
+1,838
| +4% | +$88.2K | 0.07% | 230 |
|
|
2021
Q2 | $1.85M | Buy |
44,120
+3,862
| +10% | +$162K | 0.07% | 232 |
|
|
2021
Q1 | $1.36M | Buy |
40,258
+3,284
| +9% | +$111K | 0.06% | 244 |
|
|
2020
Q4 | $1.29M | Buy |
36,974
+3,382
| +10% | +$118K | 0.06% | 207 |
|
|
2020
Q3 | $1.17M | Sell |
33,592
-532
| -2% | -$18.5K | 0.07% | 188 |
|
|
2020
Q2 | $1.12M | Buy |
34,124
+3,876
| +13% | +$127K | 0.08% | 157 |
|
|
2020
Q1 | $910K | Buy |
30,248
+1,780
| +6% | +$53.6K | 0.08% | 148 |
|
|
2019
Q4 | $824K | Buy |
28,468
+9,620
| +51% | +$278K | 0.07% | 179 |
|
|
2019
Q3 | $487K | Buy |
18,848
+7,496
| +66% | +$194K | 0.05% | 212 |
|
|
2019
Q2 | $293K | Buy |
+11,352
| New | +$293K | 0.04% | 279 |
|