Michael J. Puzo’s Novo Nordisk NVO Stock Holding History

Michael J. Puzo’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.03M	Buy	43,933 +19,383	+79%	+$1.34M	0.86%	33
2025 Q1	$1.7M	Buy	24,550 +19,050	+346%	+$1.32M	0.49%	37
2024 Q4	$473K	Buy	5,500 +500	+10%	+$43K	0.13%	49
2024 Q3	$595K	Hold	5,000	–	–	0.16%	49
2024 Q2	$714K	Sell	5,000 -100	-2%	-$14.3K	0.2%	50
2024 Q1	$655K	Sell	5,100 -600	-11%	-$77K	0.18%	53
2023 Q4	$590K	Sell	5,700 -1,700	-23%	-$176K	0.19%	50
2023 Q3	$673K	Sell	7,400 -1,400	-16%	-$127K	0.23%	52
2023 Q2	$712K	Hold	8,800	–	–	0.23%	52
2023 Q1	$700K	Sell	8,800 -1,400	-14%	-$111K	0.23%	52
2022 Q4	$690K	Hold	10,200	–	–	0.25%	53
2022 Q3	$509K	Sell	10,200 -1,000	-9%	-$49.9K	0.19%	59
2022 Q2	$624K	Sell	11,200 -700	-6%	-$39K	0.22%	59
2022 Q1	$660K	Sell	11,900 -500	-4%	-$27.7K	0.2%	59
2021 Q4	$694K	Buy	12,400 +2,200	+22%	+$123K	0.2%	55
2021 Q3	$490K	Sell	10,200 -800	-7%	-$38.4K	0.16%	61
2021 Q2	$461K	Hold	11,000	–	–	0.14%	61
2021 Q1	$371K	Hold	11,000	–	–	0.12%	64
2020 Q4	$384K	Hold	11,000	–	–	0.13%	63
2020 Q3	$382K	Sell	11,000 -1,600	-13%	-$55.6K	0.14%	63
2020 Q2	$412K	Sell	12,600 -400	-3%	-$13.1K	0.15%	60
2020 Q1	$391K	Sell	13,000 -400	-3%	-$12K	0.17%	56
2019 Q4	$387K	Hold	13,400	–	–	0.14%	65
2019 Q3	$346K	Hold	13,400	–	–	0.13%	67
2019 Q2	$342K	Hold	13,400	–	–	0.13%	68
2019 Q1	$351K	Hold	13,400	–	–	0.14%	62
2018 Q4	$308K	Sell	13,400 -4,500	-25%	-$103K	0.14%	66
2018 Q3	$422K	Sell	17,900 -1,400	-7%	-$33K	0.16%	66
2018 Q2	$446K	Sell	19,300 -800	-4%	-$18.5K	0.19%	61
2018 Q1	$495K	Sell	20,100 -5,100	-20%	-$126K	0.21%	61
2017 Q4	$677K	Buy	25,200 +8,000	+47%	+$215K	0.28%	54
2017 Q3	$414K	Sell	17,200 -400	-2%	-$9.63K	0.22%	63
2017 Q2	$378K	Sell	17,600 -3,280	-16%	-$70.4K	0.2%	65
2017 Q1	$358K	Hold	20,880	–	–	0.2%	65
2016 Q4	$375K	Sell	20,880 -1,200	-5%	-$21.6K	0.22%	68
2016 Q3	$459K	Hold	22,080	–	–	0.26%	60
2016 Q2	$593K	Hold	22,080	–	–	0.39%	56
2016 Q1	$599K	Buy	22,080 +1,480	+7%	+$40.2K	0.4%	57
2015 Q4	$599K	Buy	20,600 +490	+2%	+$14.2K	0.42%	53
2015 Q3	$546K	Hold	20,110	–	–	0.39%	56
2015 Q2	$551K	Sell	20,110 -700	-3%	-$19.2K	0.36%	60
2015 Q1	$555K	Sell	20,810 -60	-0.3%	-$1.6K	0.35%	60
2014 Q4	$442K	Buy	20,870 +550	+3%	+$11.6K	0.29%	63
2014 Q3	$484K	Hold	20,320	–	–	0.33%	61
2014 Q2	$469K	Hold	20,320	–	–	0.33%	61
2014 Q1	$464K	Hold	20,320	–	–	0.33%	59
2013 Q4	$376K	Hold	20,320	–	–	0.27%	60
2013 Q3	$343K	Hold	20,320	–	–	0.29%	59
2013 Q2	$315K	Buy	+20,320	New	+$315K	0.28%	60