Kestra Private Wealth Services’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
$1.78M Sell
25,855
-33,676
-57% -$2.32M 0.03% 530
2025
Q1
$4.13M Buy
59,531
+10,891
+22% +$756K 0.07% 287
2024
Q4
$4.18M Buy
48,640
+13,331
+38% +$1.15M 0.07% 275
2024
Q3
$4.2M Sell
35,309
-4,832
-12% -$575K 0.08% 263
2024
Q2
$5.73M Sell
40,141
-1,111
-3% -$159K 0.11% 199
2024
Q1
$5.3M Buy
41,252
+2,419
+6% +$311K 0.12% 192
2023
Q4
$4.02M Buy
38,833
+16,625
+75% +$1.72M 0.1% 218
2023
Q3
$2.02M Buy
22,208
+6,340
+40% +$577K 0.06% 307
2023
Q2
$1.28M Sell
15,868
-1,020
-6% -$82.5K 0.04% 385
2023
Q1
$1.34M Sell
16,888
-338
-2% -$26.9K 0.05% 345
2022
Q4
$1.17M Sell
17,226
-4,598
-21% -$311K 0.06% 336
2022
Q3
$1.09M Sell
21,824
-810
-4% -$40.3K 0.06% 319
2022
Q2
$1.26M Buy
22,634
+2,876
+15% +$160K 0.07% 297
2022
Q1
$1.1M Buy
19,758
+776
+4% +$43.1K 0.05% 354
2021
Q4
$1.06M Sell
18,982
-100
-0.5% -$5.6K 0.05% 369
2021
Q3
$916K Sell
19,082
-378
-2% -$18.1K 0.05% 376
2021
Q2
$815K Buy
19,460
+7,372
+61% +$309K 0.05% 387
2021
Q1
$407K Sell
12,088
-806
-6% -$27.1K 0.03% 509
2020
Q4
$453K Buy
12,894
+6,506
+102% +$229K 0.03% 458
2020
Q3
$222K Buy
+6,388
New +$222K 0.02% 572