Montag & Associates’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 | $649K | Hold |
9,402
| – | – | 0.03% | 284 |
|
|
2025
Q1 | $660K | Hold |
9,402
| – | – | 0.03% | 285 |
|
|
2024
Q4 | $809K | Sell |
9,402
-1,286
| -12% | -$111K | 0.04% | 264 |
|
|
2024
Q3 | $1.27M | Sell |
10,688
-1,105
| -9% | -$132K | 0.06% | 224 |
|
|
2024
Q2 | $1.68M | Buy |
11,793
+506
| +4% | +$72.2K | 0.08% | 182 |
|
|
2024
Q1 | $1.46M | Buy |
11,287
+1,795
| +19% | +$232K | 0.07% | 210 |
|
|
2023
Q4 | $982K | Buy |
9,492
+96
| +1% | +$9.93K | 0.05% | 230 |
|
|
2023
Q3 | $854K | Hold |
9,396
| – | – | 0.05% | 235 |
|
|
2023
Q2 | $760K | Sell |
9,396
-4
| -0% | -$324 | 0.05% | 246 |
|
|
2023
Q1 | $752K | Hold |
9,400
| – | – | 0.05% | 243 |
|
|
2022
Q4 | $636K | Buy |
9,400
+50
| +0.5% | +$3.38K | 0.04% | 241 |
|
|
2022
Q3 | $466K | Hold |
9,350
| – | – | 0.03% | 265 |
|
|
2022
Q2 | $521K | Hold |
9,350
| – | – | 0.03% | 259 |
|
|
2022
Q1 | $519K | Hold |
9,350
| – | – | 0.03% | 286 |
|
|
2021
Q4 | $524K | Hold |
9,350
| – | – | 0.03% | 292 |
|
|
2021
Q3 | $449K | Hold |
9,350
| – | – | 0.02% | 302 |
|
|
2021
Q2 | $392K | Hold |
9,350
| – | – | 0.02% | 311 |
|
|
2021
Q1 | $315K | Hold |
9,350
| – | – | 0.02% | 331 |
|
|
2020
Q4 | $327K | Buy |
+9,350
| New | +$327K | 0.02% | 310 |
|