OneDigital Investment Advisors’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 | $2.72M | Sell |
39,409
-748
| -2% | -$51.6K | 0.03% | 352 |
|
|
2025
Q1 | $2.79M | Sell |
40,157
-2,185
| -5% | -$152K | 0.03% | 323 |
|
|
2024
Q4 | $3.64M | Buy |
42,342
+6,511
| +18% | +$560K | 0.04% | 296 |
|
|
2024
Q3 | $4.27M | Sell |
35,831
-1,669
| -4% | -$199K | 0.05% | 270 |
|
|
2024
Q2 | $5.35M | Buy |
37,500
+20,232
| +117% | +$2.89M | 0.07% | 223 |
|
|
2024
Q1 | $2.22M | Sell |
17,268
-1,480
| -8% | -$190K | 0.03% | 310 |
|
|
2023
Q4 | $1.94M | Buy |
18,748
+5,114
| +38% | +$529K | 0.03% | 321 |
|
|
2023
Q3 | $1.24M | Sell |
13,634
-4
| -0% | -$364 | 0.03% | 378 |
|
|
2023
Q2 | $1.1M | Buy |
13,638
+4,774
| +54% | +$386K | 0.02% | 394 |
|
|
2023
Q1 | $705K | Buy |
+8,864
| New | +$705K | 0.02% | 501 |
|
|
2019
Q2 | – | Sell |
-556
| Closed | -$15K | – | 1229 |
|
|
2019
Q1 | $15K | Hold |
556
| – | – | ﹤0.01% | 799 |
|
|
2018
Q4 | $13K | Hold |
556
| – | – | ﹤0.01% | 803 |
|
|
2018
Q3 | $13K | Sell |
556
-294
| -35% | -$6.87K | ﹤0.01% | 779 |
|
|
2018
Q2 | $20K | Sell |
850
-4,736
| -85% | -$111K | ﹤0.01% | 807 |
|
|
2018
Q1 | $138K | Sell |
5,586
-86,668
| -94% | -$2.14M | 0.03% | 286 |
|
|
2017
Q4 | $2.48M | Buy |
92,254
+1,146
| +1% | +$30.8K | 0.28% | 37 |
|
|
2017
Q3 | $2.19M | Sell |
91,108
-1,104
| -1% | -$26.6K | 0.81% | 22 |
|
|
2017
Q2 | $1.98M | Buy |
+92,212
| New | +$1.98M | 0.59% | 36 |
|