Legacy Capital Group California’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
$766K Sell
11,103
-3,177
-22% -$219K 0.21% 123
2025
Q1
$992K Buy
14,280
+7,778
+120% +$540K 0.35% 61
2024
Q4
$559K Sell
6,502
-1,108
-15% -$95.3K 0.17% 158
2024
Q3
$906K Sell
7,610
-6,999
-48% -$833K 0.3% 89
2024
Q2
$2.09M Sell
14,609
-669
-4% -$95.5K 0.75% 21
2024
Q1
$1.96M Sell
15,278
-235
-2% -$30.2K 0.72% 22
2023
Q4
$1.6M Sell
15,513
-483
-3% -$50K 0.62% 26
2023
Q3
$1.45M Buy
15,996
+9,044
+130% +$822K 0.62% 26
2023
Q2
$563K Buy
6,952
+2,688
+63% +$218K 0.23% 130
2023
Q1
$339K Buy
+4,264
New +$339K 0.17% 175