Patton Albertson Miller 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
$354K Hold
5,130
0.05% 176
2025
Q1
$356K Sell
5,130
-350
-6% -$24.3K 0.05% 167
2024
Q4
$471K Sell
5,480
-240
-4% -$20.6K 0.06% 152
2024
Q3
$681K Sell
5,720
-180
-3% -$21.4K 0.09% 133
2024
Q2
$842K Sell
5,900
-80
-1% -$11.4K 0.12% 118
2024
Q1
$768K Sell
5,980
-200
-3% -$25.7K 0.12% 120
2023
Q4
$639K Sell
6,180
-200
-3% -$20.7K 0.11% 132
2023
Q3
$580K Sell
6,380
-300
-4% -$27.3K 0.11% 141
2023
Q2
$541K Sell
6,680
-952
-12% -$77K 0.1% 145
2023
Q1
$607K Sell
7,632
-2,068
-21% -$165K 0.11% 148
2022
Q4
$656K Sell
9,700
-550
-5% -$37.2K 0.12% 141
2022
Q3
$511K Hold
10,250
0.11% 151
2022
Q2
$571K Sell
10,250
-1,000
-9% -$55.7K 0.12% 149
2022
Q1
$625K Sell
11,250
-900
-7% -$50K 0.11% 161
2021
Q4
$680K Sell
12,150
-320
-3% -$17.9K 0.11% 158
2021
Q3
$599K Sell
12,470
-2,330
-16% -$112K 0.11% 158
2021
Q2
$620K Sell
14,800
-750
-5% -$31.4K 0.14% 127
2021
Q1
$524K Sell
15,550
-834
-5% -$28.1K 0.13% 138
2020
Q4
$615K Sell
16,384
-166
-1% -$6.23K 0.15% 129
2020
Q3
$575K Hold
16,550
0.16% 126
2020
Q2
$542K Hold
16,550
0.16% 136
2020
Q1
$498K Sell
16,550
-1,550
-9% -$46.6K 0.17% 135
2019
Q4
$524K Hold
18,100
0.14% 158
2019
Q3
$468K Sell
18,100
-82
-0.5% -$2.12K 0.13% 165
2019
Q2
$457K Buy
+18,182
New +$457K 0.13% 161