Perigon 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 | $802K | Sell |
11,614
-2,746
| -19% | -$190K | 0.02% | 538 |
|
|
2025
Q1 | $997K | Sell |
14,360
-954
| -6% | -$66.2K | 0.03% | 452 |
|
|
2024
Q4 | $1.27M | Sell |
15,314
-3,318
| -18% | -$276K | 0.03% | 388 |
|
|
2024
Q3 | $2.22M | Sell |
18,632
-69
| -0.4% | -$8.22K | 0.06% | 267 |
|
|
2024
Q2 | $2.67M | Buy |
18,701
+108
| +0.6% | +$15.4K | 0.08% | 220 |
|
|
2024
Q1 | $2.39M | Buy |
18,593
+6,428
| +53% | +$825K | 0.07% | 229 |
|
|
2023
Q4 | $1.26M | Buy |
12,165
+4,798
| +65% | +$496K | 0.04% | 295 |
|
|
2023
Q3 | $670K | Buy |
7,367
+711
| +11% | +$64.7K | 0.03% | 384 |
|
|
2023
Q2 | $539K | Buy |
6,656
+2,060
| +45% | +$167K | 0.02% | 439 |
|
|
2023
Q1 | $366K | Sell |
4,596
-416
| -8% | -$33.1K | 0.02% | 475 |
|
|
2022
Q4 | $339K | Sell |
5,012
-194
| -4% | -$13.1K | 0.02% | 496 |
|
|
2022
Q3 | $259K | Buy |
5,206
+160
| +3% | +$7.96K | 0.02% | 465 |
|
|
2022
Q2 | $281K | Buy |
+5,046
| New | +$281K | 0.02% | 440 |
|
|
2021
Q1 | – | Sell |
-1,360
| Closed | -$47K | – | 843 |
|
|
2020
Q4 | $47K | Buy |
+1,360
| New | +$47K | 0.01% | 751 |
|
|
2018
Q2 | – | Sell |
-1,050
| Closed | -$26K | – | 485 |
|
|
2018
Q1 | $26K | Hold |
1,050
| – | – | 0.01% | 398 |
|
|
2017
Q4 | $28K | Hold |
1,050
| – | – | 0.01% | 364 |
|
|
2017
Q3 | $25K | Hold |
1,050
| – | – | 0.01% | 419 |
|
|
2017
Q2 | $23K | Sell |
1,050
-3,482
| -77% | -$76.3K | 0.01% | 440 |
|
|
2017
Q1 | $79K | Sell |
4,532
-1,530
| -25% | -$26.7K | 0.02% | 329 |
|
|
2016
Q4 | $105K | Buy |
+6,062
| New | +$105K | 0.02% | 284 |
|
|
2016
Q3 | – | Sell |
-1,050
| Closed | -$28K | – | 628 |
|
|
2016
Q2 | $28K | Buy |
+1,050
| New | +$28K | 0.01% | 314 |
|