SWM
Segment Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
160,668
+3,751
| +2% | +$259K | 0.7% | 51 |
|
|
2025
Q1 | $10.9M | Buy |
156,917
+6,879
| +5% | +$478K | 0.74% | 52 |
|
|
2024
Q4 | $12.9M | Buy |
150,038
+2,161
| +1% | +$186K | 0.88% | 44 |
|
|
2024
Q3 | $17.6M | Sell |
147,877
-812
| -0.5% | -$96.7K | 1.21% | 25 |
|
|
2024
Q2 | $21.2M | Sell |
148,689
-3,961
| -3% | -$565K | 1.57% | 10 |
|
|
2024
Q1 | $19.6M | Buy |
152,650
+3,407
| +2% | +$437K | 1.49% | 13 |
|
|
2023
Q4 | $15.4M | Buy |
149,243
+2,768
| +2% | +$286K | 1.36% | 14 |
|
|
2023
Q3 | $13.3M | Buy |
146,475
+74,808
| +104% | +$6.8M | 1.35% | 15 |
|
|
2023
Q2 | $11.6M | Sell |
71,667
-882
| -1% | -$143K | 1.19% | 25 |
|
|
2023
Q1 | $11.5M | Buy |
+72,549
| New | +$11.5M | 1.31% | 24 |
|