PDS Planning’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
$935K Sell
13,543
-309
-2% -$21.3K 0.07% 137
2025
Q1
$962K Buy
13,852
+546
+4% +$37.9K 0.08% 108
2024
Q4
$1.14M Buy
13,306
+184
+1% +$15.8K 0.1% 89
2024
Q3
$1.56M Buy
13,122
+723
+6% +$86.1K 0.14% 72
2024
Q2
$1.77M Buy
12,399
+251
+2% +$35.8K 0.18% 65
2024
Q1
$1.56M Buy
12,148
+408
+3% +$52.4K 0.16% 66
2023
Q4
$1.21M Buy
11,740
+56
+0.5% +$5.79K 0.14% 69
2023
Q3
$1.06M Buy
11,684
+688
+6% +$62.6K 0.14% 73
2023
Q2
$890K Buy
10,996
+272
+3% +$22K 0.11% 83
2023
Q1
$853K Buy
10,724
+3,280
+44% +$261K 0.12% 79
2022
Q4
$504K Buy
7,444
+184
+3% +$12.5K 0.08% 94
2022
Q3
$362K Sell
7,260
-246
-3% -$12.3K 0.07% 113
2022
Q2
$418K Buy
7,506
+1,978
+36% +$110K 0.08% 110
2022
Q1
$307K Buy
5,528
+846
+18% +$47K 0.05% 143
2021
Q4
$262K Sell
4,682
-496
-10% -$27.8K 0.05% 154
2021
Q3
$249K Sell
5,178
-250
-5% -$12K 0.06% 154
2021
Q2
$227K Buy
+5,428
New +$227K 0.06% 163