Marshall Financial Group (Maryland)’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
$273K Sell
3,932
-980
-20% -$67.9K 0.05% 217
2025
Q1
$341K Sell
4,912
-1,373
-22% -$95.3K 0.07% 183
2024
Q4
$541K Sell
6,285
-7,228
-53% -$622K 0.13% 148
2024
Q3
$1.61M Hold
13,513
0.38% 62
2024
Q2
$1.93M Sell
13,513
-440
-3% -$62.8K 0.54% 45
2024
Q1
$1.79M Buy
13,953
+702
+5% +$90.1K 0.52% 55
2023
Q4
$1.37M Sell
13,251
-654
-5% -$67.7K 0.44% 59
2023
Q3
$1.26M Sell
13,905
-171
-1% -$15.6K 0.46% 57
2023
Q2
$1.14M Buy
14,076
+164
+1% +$13.3K 0.39% 63
2023
Q1
$1.11M Sell
13,912
-6,040
-30% -$481K 0.4% 58
2022
Q4
$1.35M Sell
19,952
-176
-0.9% -$11.9K 0.52% 59
2022
Q3
$1M Sell
20,128
-158
-0.8% -$7.87K 0.42% 65
2022
Q2
$1.13M Sell
20,286
-4,280
-17% -$238K 0.45% 62
2022
Q1
$1.36M Buy
24,566
+94
+0.4% +$5.22K 0.56% 52
2021
Q4
$1.37M Sell
24,472
-2,912
-11% -$163K 0.5% 61
2021
Q3
$1.32M Buy
27,384
+790
+3% +$37.9K 0.68% 35
2021
Q2
$1.11M Sell
26,594
-2,662
-9% -$112K 0.6% 45
2021
Q1
$986K Buy
29,256
+1,610
+6% +$54.3K 0.59% 71
2020
Q4
$966K Buy
+27,646
New +$966K 0.63% 66