Marcum Wealth’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $379K | Buy |
5,457
+1,717
| +46% | +$119K | 0.03% | 237 |
|
|
2024
Q4 | $322K | Sell |
3,740
-157
| -4% | -$13.5K | 0.03% | 271 |
|
|
2024
Q3 | $464K | Buy |
3,897
+104
| +3% | +$12.4K | 0.04% | 212 |
|
|
2024
Q2 | $541K | Buy |
3,793
+34
| +0.9% | +$4.85K | 0.05% | 177 |
|
|
2024
Q1 | $483K | Sell |
3,759
-491
| -12% | -$63K | 0.05% | 197 |
|
|
2023
Q4 | $440K | Sell |
4,250
-139
| -3% | -$14.4K | 0.05% | 197 |
|
|
2023
Q3 | $399K | Sell |
4,389
-545
| -11% | -$49.6K | 0.05% | 200 |
|
|
2023
Q2 | $399K | Sell |
4,934
-432
| -8% | -$35K | 0.05% | 208 |
|
|
2023
Q1 | $427K | Buy |
5,366
+600
| +13% | +$47.7K | 0.05% | 198 |
|
|
2022
Q4 | $323K | Buy |
4,766
+62
| +1% | +$4.2K | 0.04% | 228 |
|
|
2022
Q3 | $234K | Buy |
4,704
+8
| +0.2% | +$398 | 0.04% | 275 |
|
|
2022
Q2 | $262K | Buy |
4,696
+462
| +11% | +$25.8K | 0.04% | 255 |
|
|
2022
Q1 | $235K | Buy |
4,234
+224
| +6% | +$12.4K | 0.03% | 293 |
|
|
2021
Q4 | $225K | Sell |
4,010
-232
| -5% | -$13K | 0.03% | 305 |
|
|
2021
Q3 | $204K | Buy |
+4,242
| New | +$204K | 0.03% | 305 |
|