Private 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
$3.7M Sell
53,593
-12,267
-19% -$847K 0.29% 52
2025
Q1
$4.57M Buy
65,860
+16,560
+34% +$1.15M 0.38% 46
2024
Q4
$4.24M Buy
49,300
+16,097
+48% +$1.38M 0.32% 48
2024
Q3
$3.95M Buy
33,203
+20,188
+155% +$2.4M 0.32% 51
2024
Q2
$1.86M Buy
13,015
+5,445
+72% +$777K 0.14% 66
2024
Q1
$972K Buy
7,570
+1,620
+27% +$208K 0.08% 86
2023
Q4
$616K Buy
+5,950
New +$616K 0.05% 101
2017
Q1
Sell
-22,800
Closed -$409K 115
2016
Q4
$409K Sell
22,800
-3,000
-12% -$53.8K 0.1% 85
2016
Q3
$537K Sell
25,800
-6,200
-19% -$129K 0.13% 79
2016
Q2
$860K Buy
32,000
+6,200
+24% +$167K 0.21% 71
2016
Q1
$699K Hold
25,800
0.17% 79
2015
Q4
$749K Buy
25,800
+5,000
+24% +$145K 0.18% 85
2015
Q3
$564K Sell
20,800
-800
-4% -$21.7K 0.14% 97
2015
Q2
$591K Buy
21,600
+6,000
+38% +$164K 0.13% 99
2015
Q1
$416K Sell
15,600
-6,000
-28% -$160K 0.1% 114
2014
Q4
$457K Sell
21,600
-6,600
-23% -$140K 0.11% 113
2014
Q3
$671K Hold
28,200
0.15% 112
2014
Q2
$651K Buy
28,200
+200
+0.7% +$4.62K 0.14% 110
2014
Q1
$639K Hold
28,000
0.15% 106
2013
Q4
$517K Hold
28,000
0.12% 121
2013
Q3
$474K Hold
28,000
0.11% 125
2013
Q2
$434K Buy
+28,000
New +$434K 0.11% 121