MWM
Modera Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Buy |
365,751
+6,045
| +2% | +$417K | 0.31% | 69 |
|
|
2025
Q1 | $25M | Sell |
359,706
-2,808
| -0.8% | -$195K | 0.34% | 66 |
|
|
2024
Q4 | $31.2M | Sell |
362,514
-6,261
| -2% | -$539K | 0.38% | 57 |
|
|
2024
Q3 | $43.9M | Sell |
368,775
-8,211
| -2% | -$978K | 0.56% | 45 |
|
|
2024
Q2 | $53.8M | Sell |
376,986
-28,269
| -7% | -$4.04M | 0.79% | 32 |
|
|
2024
Q1 | $52M | Sell |
405,255
-18,205
| -4% | -$2.34M | 0.79% | 33 |
|
|
2023
Q4 | $43.8M | Sell |
423,460
-16,185
| -4% | -$1.67M | 0.72% | 36 |
|
|
2023
Q3 | $40M | Buy |
439,645
+213,888
| +95% | +$19.5M | 0.75% | 36 |
|
|
2023
Q2 | $36.5M | Buy |
225,757
+221,587
| +5,314% | +$35.9M | 0.66% | 40 |
|
|
2023
Q1 | $664K | Hold |
4,170
| – | – | 0.03% | 187 |
|
|
2022
Q4 | $564K | Buy |
4,170
+1,268
| +44% | +$172K | 0.02% | 197 |
|
|
2022
Q3 | $289K | Buy |
2,902
+27
| +0.9% | +$2.69K | 0.01% | 249 |
|
|
2022
Q2 | $320K | Hold |
2,875
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $319K | Sell |
2,875
-57
| -2% | -$6.33K | 0.01% | 272 |
|
|
2021
Q4 | $328K | Hold |
2,932
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $282K | Hold |
2,932
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $246K | Buy |
+2,932
| New | +$246K | 0.01% | 203 |
|
|
2021
Q1 | – | Sell |
-2,875
| Closed | -$201K | – | 243 |
|
|
2020
Q4 | $201K | Buy |
+2,875
| New | +$201K | 0.02% | 226 |
|