Principle Wealth Partners’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 | $524K | Buy |
7,595
+941
| +14% | +$64.9K | 0.03% | 228 |
|
|
2025
Q1 | $462K | Buy |
6,654
+2,152
| +48% | +$149K | 0.03% | 235 |
|
|
2024
Q4 | $387K | Buy |
4,502
+510
| +13% | +$43.9K | 0.03% | 253 |
|
|
2024
Q3 | $475K | Buy |
3,992
+25
| +0.6% | +$2.98K | 0.03% | 231 |
|
|
2024
Q2 | $566K | Buy |
3,967
+198
| +5% | +$28.3K | 0.04% | 204 |
|
|
2024
Q1 | $484K | Sell |
3,769
-5
| -0.1% | -$642 | 0.04% | 225 |
|
|
2023
Q4 | $390K | Buy |
+3,774
| New | +$390K | 0.03% | 240 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$65K | – | 335 |
|
|
2020
Q2 | $65K | Buy |
+2,000
| New | +$65K | 0.02% | 252 |
|