Oxford Financial Group’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 | $209K | Sell |
3,030
-620
| -17% | -$42.8K | 0.01% | 206 |
|
|
2025
Q1 | $253K | Buy |
3,650
+60
| +2% | +$4.17K | 0.02% | 189 |
|
|
2024
Q4 | $309K | Sell |
3,590
-310
| -8% | -$26.7K | 0.02% | 200 |
|
|
2024
Q3 | $464K | Sell |
3,900
-80
| -2% | -$9.53K | 0.03% | 151 |
|
|
2024
Q2 | $568K | Buy |
3,980
+910
| +30% | +$130K | 0.04% | 135 |
|
|
2024
Q1 | $394K | Sell |
3,070
-11
| -0.4% | -$1.41K | 0.03% | 154 |
|
|
2023
Q4 | $319K | Buy |
3,081
+51
| +2% | +$5.28K | 0.02% | 176 |
|
|
2023
Q3 | $276K | Sell |
3,030
-2,516
| -45% | -$229K | 0.02% | 178 |
|
|
2023
Q2 | $449K | Buy |
+5,546
| New | +$449K | 0.04% | 144 |
|