Montis Financial’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 | $453K | Sell |
6,568
-3,650
| -36% | -$252K | 0.13% | 93 |
|
|
2025
Q1 | $710K | Sell |
10,218
-3,741
| -27% | -$260K | 0.21% | 67 |
|
|
2024
Q4 | $1.2M | Hold |
13,959
| – | – | 0.37% | 48 |
|
|
2024
Q3 | $1.66M | Sell |
13,959
-2,450
| -15% | -$292K | 0.59% | 27 |
|
|
2024
Q2 | $2.34M | Sell |
16,409
-3,961
| -19% | -$565K | 1.07% | 17 |
|
|
2024
Q1 | $2.62M | Sell |
20,370
-368
| -2% | -$47.3K | 1.24% | 12 |
|
|
2023
Q4 | $2.15M | Buy |
20,738
+6,804
| +49% | +$704K | 1.28% | 11 |
|
|
2023
Q3 | $1.27M | Buy |
+13,934
| New | +$1.27M | 0.85% | 16 |
|