Mitchell & Pahl Private 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
Q2 | $951K | Buy |
13,777
+809
| +6% | +$55.8K | 0.42% | 83 |
|
|
2025
Q1 | $900K | Buy |
12,968
+369
| +3% | +$25.6K | 0.42% | 84 |
|
|
2024
Q4 | $1.08M | Buy |
12,599
+424
| +3% | +$36.5K | 0.51% | 72 |
|
|
2024
Q3 | $1.45M | Buy |
12,175
+81
| +0.7% | +$9.65K | 0.67% | 55 |
|
|
2024
Q2 | $1.73M | Sell |
12,094
-226
| -2% | -$32.3K | 0.91% | 42 |
|
|
2024
Q1 | $1.58M | Buy |
12,320
+272
| +2% | +$34.9K | 0.83% | 46 |
|
|
2023
Q4 | $1.25M | Sell |
12,048
-136
| -1% | -$14.1K | 0.71% | 52 |
|
|
2023
Q3 | $1.11M | Buy |
12,184
+828
| +7% | +$75.3K | 0.66% | 53 |
|
|
2023
Q2 | $919K | Sell |
11,356
-214
| -2% | -$17.3K | 0.55% | 61 |
|
|
2023
Q1 | $921K | Buy |
11,570
+122
| +1% | +$9.71K | 0.58% | 61 |
|
|
2022
Q4 | $775K | Buy |
11,448
+246
| +2% | +$16.6K | 0.51% | 73 |
|
|
2022
Q3 | $558K | Buy |
11,202
+780
| +7% | +$38.9K | 0.41% | 88 |
|
|
2022
Q2 | $581K | Buy |
10,422
+990
| +10% | +$55.2K | 0.4% | 90 |
|
|
2022
Q1 | $524K | Buy |
9,432
+1,446
| +18% | +$80.3K | 0.33% | 99 |
|
|
2021
Q4 | $447K | Buy |
7,986
+580
| +8% | +$32.5K | 0.29% | 106 |
|
|
2021
Q3 | $355K | Buy |
7,406
+136
| +2% | +$6.52K | 0.26% | 113 |
|
|
2021
Q2 | $304K | Buy |
7,270
+572
| +9% | +$23.9K | 0.22% | 126 |
|
|
2021
Q1 | $226K | Buy |
6,698
+206
| +3% | +$6.95K | 0.18% | 139 |
|
|
2020
Q4 | $227K | Buy |
+6,492
| New | +$227K | 0.19% | 131 |
|