Marotta Asset 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
$1.01M Sell
14,641
-2,012
-12% -$139K 0.2% 53
2025
Q1
$1.98M Buy
16,653
+565
+4% +$67.3K 0.39% 46
2024
Q4
$1.41M Sell
16,088
-565
-3% -$49.4K 0.29% 50
2024
Q3
$1.98M Sell
16,653
-272
-2% -$32.4K 0.39% 46
2024
Q2
$2.46M Sell
16,925
-301
-2% -$43.8K 0.51% 39
2024
Q1
$2.21M Sell
17,226
-118
-0.7% -$15.2K 0.46% 41
2023
Q4
$1.79M Sell
17,344
-156
-0.9% -$16.1K 0.39% 41
2023
Q3
$1.59M Sell
17,500
-278
-2% -$25.3K 0.37% 42
2023
Q2
$1.44M Buy
+17,778
New +$1.44M 0.32% 43
2022
Q4
$1.21M Sell
17,884
-796
-4% -$53.9K 0.29% 45
2022
Q3
$931K Sell
18,680
-692
-4% -$34.5K 0.24% 47
2022
Q2
$1.08M Sell
19,372
-2
-0% -$112 0.27% 44
2022
Q1
$1.08M Sell
19,374
-2,412
-11% -$134K 0.25% 47
2021
Q4
$1.22M Buy
21,786
+1,600
+8% +$89.6K 0.28% 43
2021
Q3
$969K Sell
20,186
-38
-0.2% -$1.82K 0.23% 43
2021
Q2
$854K Buy
20,224
+2,386
+13% +$101K 0.2% 45
2021
Q1
$603K Buy
+17,838
New +$603K 0.15% 50