Mission Wealth 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 | $1.86M | Buy |
27,004
+1,896
| +8% | +$131K | 0.04% | 216 |
|
|
2025
Q1 | $1.74M | Sell |
25,108
-386
| -2% | -$26.8K | 0.04% | 201 |
|
|
2024
Q4 | $2.19M | Sell |
25,494
-1,341
| -5% | -$115K | 0.05% | 167 |
|
|
2024
Q3 | $3.2M | Buy |
26,835
+2,896
| +12% | +$345K | 0.08% | 129 |
|
|
2024
Q2 | $3.42M | Buy |
23,939
+638
| +3% | +$91.1K | 0.09% | 118 |
|
|
2024
Q1 | $2.99M | Buy |
23,301
+1,148
| +5% | +$147K | 0.08% | 134 |
|
|
2023
Q4 | $2.29M | Buy |
22,153
+1,509
| +7% | +$156K | 0.07% | 129 |
|
|
2023
Q3 | $1.88M | Sell |
20,644
-226
| -1% | -$20.6K | 0.07% | 132 |
|
|
2023
Q2 | $1.69M | Sell |
20,870
-698
| -3% | -$56.5K | 0.06% | 144 |
|
|
2023
Q1 | $1.72M | Sell |
21,568
-704
| -3% | -$56K | 0.07% | 141 |
|
|
2022
Q4 | $1.51M | Sell |
22,272
-44
| -0.2% | -$2.98K | 0.07% | 143 |
|
|
2022
Q3 | $1.11M | Buy |
22,316
+528
| +2% | +$26.3K | 0.06% | 164 |
|
|
2022
Q2 | $1.21M | Buy |
21,788
+2,666
| +14% | +$149K | 0.06% | 157 |
|
|
2022
Q1 | $1.06M | Buy |
19,122
+862
| +5% | +$47.9K | 0.05% | 183 |
|
|
2021
Q4 | $1.02M | Buy |
18,260
+2,750
| +18% | +$154K | 0.05% | 184 |
|
|
2021
Q3 | $745K | Buy |
15,510
+16
| +0.1% | +$769 | 0.04% | 205 |
|
|
2021
Q2 | $649K | Sell |
15,494
-182
| -1% | -$7.62K | 0.03% | 236 |
|
|
2021
Q1 | $528K | Buy |
15,676
+3,504
| +29% | +$118K | 0.03% | 251 |
|
|
2020
Q4 | $425K | Buy |
12,172
+4,228
| +53% | +$148K | 0.03% | 274 |
|
|
2020
Q3 | $276K | Buy |
7,944
+846
| +12% | +$29.4K | 0.02% | 290 |
|
|
2020
Q2 | $232K | Buy |
7,098
+132
| +2% | +$4.31K | 0.02% | 296 |
|
|
2020
Q1 | $210K | Hold |
6,966
| – | – | 0.02% | 275 |
|
|
2019
Q4 | $202K | Sell |
6,966
-838
| -11% | -$24.3K | 0.02% | 328 |
|
|
2019
Q3 | $202K | Buy |
+7,804
| New | +$202K | 0.02% | 305 |
|
|
2019
Q2 | – | Sell |
-7,864
| Closed | -$206K | – | 327 |
|
|
2019
Q1 | $206K | Buy |
+7,864
| New | +$206K | 0.02% | 297 |
|
|
2016
Q1 | – | Sell |
-6,952
| Closed | -$202K | – | 164 |
|
|
2015
Q4 | $202K | Buy |
+6,952
| New | +$202K | 0.06% | 133 |
|