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 |
|