Moran Wealth Management’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
Sell
-206,374
Closed -$14.3M 500
2025
Q1
$14.3M Sell
206,374
-166,319
-45% -$11.5M 0.48% 66
2024
Q4
$32.1M Sell
372,693
-56,942
-13% -$4.9M 1.02% 15
2024
Q3
$51.2M Sell
429,635
-5,196
-1% -$619K 1.57% 4
2024
Q2
$62.1M Sell
434,831
-5,319
-1% -$759K 2.04% 1
2024
Q1
$56.5M Sell
440,150
-7,922
-2% -$1.02M 1.83% 1
2023
Q4
$46.4M Sell
448,072
-2,524
-0.6% -$261K 1.65% 3
2023
Q3
$41M Sell
450,596
-16,220
-3% -$1.48M 1.59% 2
2023
Q2
$37.8M Sell
466,816
-23,858
-5% -$1.93M 1.42% 5
2023
Q1
$39M Sell
490,674
-4,146
-0.8% -$330K 1.48% 3
2022
Q4
$33.5M Buy
+494,820
New +$33.5M 1.27% 10