Retirement Planning Company of New England’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 | $763K | Buy |
11,061
+460
| +4% | +$31.7K | 0.34% | 89 |
|
|
2025
Q1 | $736K | Buy |
10,601
+552
| +5% | +$38.3K | 0.37% | 82 |
|
|
2024
Q4 | $864K | Buy |
10,049
+525
| +6% | +$45.2K | 0.42% | 63 |
|
|
2024
Q3 | $1.13M | Sell |
9,524
-955
| -9% | -$114K | 0.56% | 47 |
|
|
2024
Q2 | $1.5M | Sell |
10,479
-9
| -0.1% | -$1.29K | 0.81% | 32 |
|
|
2024
Q1 | $1.35M | Sell |
10,488
-411
| -4% | -$52.8K | 0.74% | 34 |
|
|
2023
Q4 | $1.13M | Buy |
10,899
+802
| +8% | +$83K | 0.51% | 57 |
|
|
2023
Q3 | $918K | Sell |
10,097
-2,063
| -17% | -$188K | 0.51% | 61 |
|
|
2023
Q2 | $984K | Buy |
12,160
+12
| +0.1% | +$971 | 0.57% | 54 |
|
|
2023
Q1 | $967K | Sell |
12,148
-242
| -2% | -$19.3K | 0.59% | 52 |
|
|
2022
Q4 | $838K | Buy |
12,390
+2
| +0% | +$135 | 0.55% | 60 |
|
|
2022
Q3 | $617K | Buy |
12,388
+20
| +0.2% | +$996 | 0.45% | 75 |
|
|
2022
Q2 | $689K | Sell |
12,368
-14
| -0.1% | -$780 | 0.47% | 71 |
|
|
2022
Q1 | $687K | Hold |
12,382
| – | – | 0.39% | 78 |
|
|
2021
Q4 | $693K | Buy |
+12,382
| New | +$693K | 0.34% | 81 |
|