Sage Private Wealth Group’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 | $226K | Buy |
+3,273
| New | +$226K | 0.14% | 83 |
|
|
2024
Q3 | – | Sell |
-1,757
| Closed | -$251K | – | 93 |
|
|
2024
Q2 | $251K | Sell |
1,757
-3
| -0.2% | -$428 | 0.21% | 74 |
|
|
2024
Q1 | $226K | Buy |
+1,760
| New | +$226K | 0.18% | 78 |
|
|
2022
Q4 | – | Sell |
-2,032
| Closed | -$101K | – | 134 |
|
|
2022
Q3 | $101K | Hold |
2,032
| – | – | 0.13% | 66 |
|
|
2022
Q2 | $113K | Buy |
2,032
+122
| +6% | +$6.78K | 0.16% | 64 |
|
|
2022
Q1 | $106K | Buy |
1,910
+188
| +11% | +$10.4K | 0.1% | 67 |
|
|
2021
Q4 | $96K | Buy |
1,722
+6
| +0.3% | +$334 | 0.12% | 66 |
|
|
2021
Q3 | $82K | Hold |
1,716
| – | – | 0.11% | 67 |
|
|
2021
Q2 | $72K | Hold |
1,716
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $58K | Hold |
1,716
| – | – | 0.1% | 79 |
|
|
2020
Q4 | $60K | Buy |
+1,716
| New | +$60K | 0.17% | 67 |
|