SageView Advisory 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 | – | Sell |
-6,866
| Closed | -$477K | – | 633 |
|
2025
Q1 | $477K | Sell |
6,866
-853
| -11% | -$59.2K | 0.02% | 359 |
|
2024
Q4 | $664K | Sell |
7,719
-420
| -5% | -$36.1K | 0.03% | 291 |
|
2024
Q3 | $969K | Sell |
8,139
-810
| -9% | -$96.4K | 0.05% | 204 |
|
2024
Q2 | $1.28M | Buy |
+8,949
| New | +$1.28M | 0.06% | 187 |
|
2024
Q1 | – | Sell |
-2,489
| Closed | -$271K | – | 719 |
|
2023
Q4 | $271K | Buy |
+2,489
| New | +$271K | 0.01% | 541 |
|