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