Montag & Associates’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $982K | Buy |
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|
2023
Q3 | $854K | Hold |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $752K | Hold |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $466K | Hold |
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|
2022
Q2 | $521K | Hold |
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|
2022
Q1 | $519K | Hold |
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|
2021
Q4 | $524K | Hold |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $327K | Buy |
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