RWM
RKL Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Buy |
83,955
+620
| +0.7% | +$42.8K | 0.51% | 29 |
|
|
2025
Q1 | $5.79M | Sell |
83,335
-375
| -0.4% | -$26K | 0.55% | 30 |
|
|
2024
Q4 | $7.2M | Sell |
83,710
-760
| -0.9% | -$65.4K | 0.64% | 29 |
|
|
2024
Q3 | $10.1M | Buy |
84,470
+400
| +0.5% | +$47.6K | 0.91% | 22 |
|
|
2024
Q2 | $12M | Sell |
84,070
-2,885
| -3% | -$412K | 1.16% | 21 |
|
|
2024
Q1 | $11.2M | Buy |
86,955
+12,257
| +16% | +$1.57M | 1.11% | 21 |
|
|
2023
Q4 | $7.73M | Sell |
74,698
-394
| -0.5% | -$40.8K | 0.84% | 27 |
|
|
2023
Q3 | $6.83M | Buy |
75,092
+35,113
| +88% | +$3.19M | 0.84% | 27 |
|
|
2023
Q2 | $6.47M | Sell |
39,979
-609
| -2% | -$98.6K | 0.77% | 29 |
|
|
2023
Q1 | $6.46M | Sell |
40,588
-3,756
| -8% | -$598K | 0.82% | 27 |
|
|
2022
Q4 | $6M | Sell |
44,344
-318
| -0.7% | -$43K | 0.8% | 29 |
|
|
2022
Q3 | $4.45M | Hold |
44,662
| – | – | 0.64% | 32 |
|
|
2022
Q2 | $4.98M | Sell |
44,662
-58
| -0.1% | -$6.46K | 0.68% | 31 |
|
|
2022
Q1 | $4.97M | Sell |
44,720
-399
| -0.9% | -$44.3K | 0.6% | 32 |
|
|
2021
Q4 | $5.05M | Sell |
45,119
-371
| -0.8% | -$41.5K | 0.6% | 32 |
|
|
2021
Q3 | $4.37M | Sell |
45,490
-1,303
| -3% | -$125K | 0.55% | 33 |
|
|
2021
Q2 | $3.92M | Sell |
46,793
-661
| -1% | -$55.4K | 0.49% | 37 |
|
|
2021
Q1 | $3.2M | Sell |
47,454
-850
| -2% | -$57.3K | 0.43% | 38 |
|
|
2020
Q4 | $3.37M | Sell |
48,304
-499
| -1% | -$34.9K | 0.47% | 39 |
|
|
2020
Q3 | $3.39M | Sell |
48,803
-110
| -0.2% | -$7.64K | 0.54% | 37 |
|
|
2020
Q2 | $3.2M | Buy |
48,913
+189
| +0.4% | +$12.4K | 0.55% | 36 |
|
|
2020
Q1 | $2.93M | Sell |
48,724
-912
| -2% | -$54.9K | 0.61% | 35 |
|
|
2019
Q4 | $2.87M | Sell |
49,636
-711
| -1% | -$41.2K | 0.52% | 42 |
|
|
2019
Q3 | $2.61M | Sell |
50,347
-1,533
| -3% | -$79.4K | 0.5% | 41 |
|
|
2019
Q2 | $2.65M | Sell |
51,880
-1,349
| -3% | -$69K | 0.49% | 42 |
|
|
2019
Q1 | $2.78M | Sell |
53,229
-4,603
| -8% | -$241K | 0.54% | 42 |
|
|
2018
Q4 | $2.67M | Sell |
57,832
-1,092
| -2% | -$50.3K | 0.62% | 39 |
|
|
2018
Q3 | $2.78M | Sell |
58,924
-1,688
| -3% | -$79.7K | 0.59% | 40 |
|
|
2018
Q2 | $2.8M | Sell |
60,612
-2,576
| -4% | -$119K | 0.63% | 36 |
|
|
2018
Q1 | $3.11M | Sell |
63,188
-3,031
| -5% | -$149K | 0.74% | 34 |
|
|
2017
Q4 | $3.56M | Sell |
66,219
-10,321
| -13% | -$555K | 0.88% | 31 |
|
|
2017
Q3 | $3.68M | Sell |
76,540
-12,757
| -14% | -$614K | 1.03% | 32 |
|
|
2017
Q2 | $3.83M | Sell |
89,297
-15,453
| -15% | -$663K | 1.21% | 31 |
|
|
2017
Q1 | $3.59M | Sell |
104,750
-21,941
| -17% | -$752K | 1.44% | 27 |
|
|
2016
Q4 | $4.54M | Sell |
126,691
-13,719
| -10% | -$492K | 2.19% | 22 |
|
|
2016
Q3 | $5.84M | Sell |
140,410
-20,500
| -13% | -$853K | 2.94% | 16 |
|
|
2016
Q2 | $7.57M | Buy |
160,910
+16,879
| +12% | +$794K | 3.94% | 3 |
|
|
2016
Q1 | $7.81M | Sell |
144,031
-7,808
| -5% | -$423K | 4.48% | 3 |
|
|
2015
Q4 | $8.84K | Sell |
151,839
-4,968
| -3% | -$289 | 4.1% | 3 |
|
|
2015
Q3 | $8.47M | Sell |
156,807
-7,443
| -5% | -$402K | 5.34% | 2 |
|
|
2015
Q2 | $8.99M | Sell |
164,250
-7,689
| -4% | -$421K | 5.39% | 2 |
|
|
2015
Q1 | $9.18M | Buy |
171,939
+4,040
| +2% | +$216K | 5.56% | 2 |
|
|
2014
Q4 | $7.11M | Buy |
167,899
+4,038
| +2% | +$171K | 4.63% | 4 |
|
|
2014
Q3 | $7.8M | Buy |
+163,861
| New | +$7.8M | 5.45% | 2 |
|