Plante Moran Financial Advisors’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 | $33.8K | Hold |
490
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $34K | Sell |
490
-131
| -21% | -$9.1K | ﹤0.01% | 402 |
|
|
2024
Q4 | $53.4K | Buy |
621
+31
| +5% | +$2.67K | ﹤0.01% | 338 |
|
|
2024
Q3 | $70.3K | Hold |
590
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $84.2K | Buy |
590
+135
| +30% | +$19.3K | 0.01% | 265 |
|
|
2024
Q1 | $58.4K | Sell |
455
-95
| -17% | -$12.2K | 0.01% | 315 |
|
|
2023
Q4 | $56.9K | Sell |
550
-440
| -44% | -$45.5K | 0.01% | 306 |
|
|
2023
Q3 | $90K | Hold |
990
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $80.1K | Hold |
990
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $78.8K | Hold |
990
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $67K | Buy |
990
+830
| +519% | +$56.2K | 0.01% | 279 |
|
|
2022
Q3 | $8K | Sell |
160
-190
| -54% | -$9.5K | ﹤0.01% | 622 |
|
|
2022
Q2 | $20K | Buy |
350
+190
| +119% | +$10.9K | ﹤0.01% | 466 |
|
|
2022
Q1 | $9K | Hold |
160
| – | – | ﹤0.01% | 610 |
|
|
2021
Q4 | $9K | Hold |
160
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $8K | Hold |
160
| – | – | ﹤0.01% | 728 |
|
|
2021
Q2 | $7K | Sell |
160
-160
| -50% | -$7K | ﹤0.01% | 734 |
|
|
2021
Q1 | $11K | Buy |
+320
| New | +$11K | ﹤0.01% | 634 |
|
|
2019
Q4 | – | Sell |
-186
| Closed | -$5K | – | 851 |
|
|
2019
Q3 | $5K | Sell |
186
-1,568
| -89% | -$42.2K | ﹤0.01% | 689 |
|
|
2019
Q2 | $45K | Hold |
1,754
| – | – | 0.01% | 357 |
|
|
2019
Q1 | $46K | Buy |
+1,754
| New | +$46K | 0.01% | 354 |
|
|
2018
Q3 | – | Sell |
-8,906
| Closed | -$205K | – | 821 |
|
|
2018
Q2 | $205K | Buy |
8,906
+4,220
| +90% | +$97.1K | 0.1% | 157 |
|
|
2018
Q1 | $115K | Buy |
4,686
+4,652
| +13,682% | +$114K | 0.06% | 212 |
|
|
2017
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 841 |
|
|
2017
Q3 | $1K | Buy |
34
+8
| +31% | +$235 | ﹤0.01% | 778 |
|
|
2017
Q2 | $1K | Sell |
26
-400
| -94% | -$15.4K | ﹤0.01% | 795 |
|
|
2017
Q1 | $7K | Sell |
426
-1,562
| -79% | -$25.7K | ﹤0.01% | 649 |
|
|
2016
Q4 | $36K | Buy |
1,988
+1,724
| +653% | +$31.2K | 0.02% | 386 |
|
|
2016
Q3 | $5K | Buy |
264
+130
| +97% | +$2.46K | ﹤0.01% | 703 |
|
|
2016
Q2 | $4K | Buy |
134
+68
| +103% | +$2.03K | ﹤0.01% | 683 |
|
|
2016
Q1 | $2K | Sell |
66
-486
| -88% | -$14.7K | ﹤0.01% | 736 |
|
|
2015
Q4 | $16K | Buy |
+552
| New | +$16K | 0.01% | 488 |
|
|
2014
Q1 | – | Sell |
-110
| Closed | -$2K | – | 672 |
|
|
2013
Q4 | $2K | Sell |
110
-880
| -89% | -$16K | ﹤0.01% | 627 |
|
|
2013
Q3 | $17K | Buy |
+990
| New | +$17K | 0.01% | 306 |
|