Schwarz Dygos Wheeler Investment Advisors’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 | $584K | Sell |
8,461
-60
| -0.7% | -$4.14K | 0.13% | 101 |
|
|
2025
Q1 | $592K | Sell |
8,521
-400
| -4% | -$27.8K | 0.14% | 99 |
|
|
2024
Q4 | $767K | Sell |
8,921
-540
| -6% | -$46.5K | 0.19% | 80 |
|
|
2024
Q3 | $1.13M | Sell |
9,461
-656
| -6% | -$78.1K | 0.28% | 59 |
|
|
2024
Q2 | $1.44M | Buy |
10,117
+19
| +0.2% | +$2.71K | 0.39% | 50 |
|
|
2024
Q1 | $1.3M | Buy |
10,098
+5
| +0% | +$642 | 0.36% | 54 |
|
|
2023
Q4 | $1.04M | Sell |
10,093
-270
| -3% | -$27.9K | 0.32% | 56 |
|
|
2023
Q3 | $942K | Sell |
10,363
-9
| -0.1% | -$818 | 0.32% | 55 |
|
|
2023
Q2 | $839K | Sell |
10,372
-6,818
| -40% | -$552K | 0.28% | 60 |
|
|
2023
Q1 | $1.37M | Buy |
17,190
+200
| +1% | +$15.9K | 0.5% | 45 |
|
|
2022
Q4 | $1.15M | Hold |
16,990
| – | – | 0.45% | 47 |
|
|
2022
Q3 | $846K | Buy |
16,990
+200
| +1% | +$9.96K | 0.38% | 52 |
|
|
2022
Q2 | $935K | Hold |
16,790
| – | – | 0.38% | 52 |
|
|
2022
Q1 | $932K | Buy |
16,790
+1,970
| +13% | +$109K | 0.31% | 54 |
|
|
2021
Q4 | $830K | Buy |
14,820
+604
| +4% | +$33.8K | 0.28% | 61 |
|
|
2021
Q3 | $682K | Sell |
14,216
-252
| -2% | -$12.1K | 0.25% | 67 |
|
|
2021
Q2 | $606K | Buy |
14,468
+620
| +4% | +$26K | 0.22% | 71 |
|
|
2021
Q1 | $467K | Hold |
13,848
| – | – | 0.19% | 75 |
|
|
2020
Q4 | $484K | Hold |
13,848
| – | – | 0.23% | 63 |
|
|
2020
Q3 | $481K | Hold |
13,848
| – | – | 0.27% | 59 |
|
|
2020
Q2 | $451K | Buy |
13,848
+268
| +2% | +$8.73K | 0.29% | 55 |
|
|
2020
Q1 | $409K | Hold |
13,580
| – | – | 0.35% | 50 |
|
|
2019
Q4 | $393K | Buy |
13,580
+1,000
| +8% | +$28.9K | 0.27% | 57 |
|
|
2019
Q3 | $325K | Sell |
12,580
-500
| -4% | -$12.9K | 0.26% | 61 |
|
|
2019
Q2 | $334K | Buy |
13,080
+50
| +0.4% | +$1.28K | 0.28% | 60 |
|
|
2019
Q1 | $341K | Hold |
13,030
| – | – | 0.29% | 57 |
|
|
2018
Q4 | $300K | Buy |
+13,030
| New | +$300K | 0.32% | 52 |
|