Pinnacle Wealth Planning Services’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
$1.3M Buy
18,790
+3,477
+23% +$240K 0.17% 77
2025
Q1
$1.06M Buy
15,313
+1,053
+7% +$73.1K 0.16% 82
2024
Q4
$1.23M Sell
14,260
-2,451
-15% -$211K 0.18% 65
2024
Q3
$1.99M Sell
16,711
-120
-0.7% -$14.3K 0.27% 50
2024
Q2
$2.4M Sell
16,831
-101
-0.6% -$14.4K 0.34% 45
2024
Q1
$2.17M Sell
16,932
-13
-0.1% -$1.67K 0.32% 51
2023
Q4
$1.75M Sell
16,945
-60
-0.4% -$6.21K 0.28% 55
2023
Q3
$1.55M Sell
17,005
-67
-0.4% -$6.09K 0.25% 54
2023
Q2
$1.38M Sell
17,072
-868
-5% -$70.2K 0.22% 67
2023
Q1
$1.43M Buy
17,940
+138
+0.8% +$11K 0.24% 62
2022
Q4
$1.2M Buy
17,802
+482
+3% +$32.6K 0.21% 71
2022
Q3
$863K Sell
17,320
-916
-5% -$45.6K 0.16% 87
2022
Q2
$1.02M Buy
18,236
+2,998
+20% +$167K 0.18% 85
2022
Q1
$846K Buy
15,238
+4,804
+46% +$267K 0.15% 104
2021
Q4
$584K Buy
10,434
+546
+6% +$30.6K 0.11% 135
2021
Q3
$475K Buy
9,888
+188
+2% +$9.03K 0.11% 147
2021
Q2
$406K Buy
9,700
+144
+2% +$6.03K 0.09% 168
2021
Q1
$322K Buy
9,556
+1,894
+25% +$63.8K 0.08% 205
2020
Q4
$268K Buy
7,662
+1,398
+22% +$48.9K 0.06% 218
2020
Q3
$217K Buy
6,264
+14
+0.2% +$485 0.07% 219
2020
Q2
$205K Sell
6,250
-554
-8% -$18.2K 0.07% 222
2020
Q1
$204K Buy
+6,804
New +$204K 0.1% 191