Souders Financial 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 | $921K | Sell |
13,347
-4,309
| -24% | -$297K | 0.12% | 92 |
|
|
2025
Q1 | $1.23M | Sell |
17,656
-11,404
| -39% | -$792K | 0.17% | 83 |
|
|
2024
Q4 | $2.5M | Sell |
29,060
-10,699
| -27% | -$920K | 0.35% | 65 |
|
|
2024
Q3 | $4.73M | Buy |
39,759
+63
| +0.2% | +$7.5K | 0.66% | 41 |
|
|
2024
Q2 | $5.67M | Buy |
39,696
+230
| +0.6% | +$32.8K | 0.85% | 36 |
|
|
2024
Q1 | $5.07M | Sell |
39,466
-2,473
| -6% | -$318K | 0.8% | 36 |
|
|
2023
Q4 | $4.34M | Sell |
41,939
-584
| -1% | -$60.4K | 0.74% | 40 |
|
|
2023
Q3 | $3.87M | Sell |
42,523
-7,031
| -14% | -$639K | 0.74% | 41 |
|
|
2023
Q2 | $4.01M | Sell |
49,554
-4,568
| -8% | -$370K | 0.77% | 39 |
|
|
2023
Q1 | $4.31M | Sell |
54,122
-334
| -0.6% | -$26.6K | 0.91% | 31 |
|
|
2022
Q4 | $3.69M | Buy |
54,456
+208
| +0.4% | +$14.1K | 0.84% | 33 |
|
|
2022
Q3 | $2.7M | Sell |
54,248
-10,644
| -16% | -$530K | 0.73% | 42 |
|
|
2022
Q2 | $3.62M | Buy |
64,892
+452
| +0.7% | +$25.2K | 1.04% | 25 |
|
|
2022
Q1 | $3.58M | Buy |
64,440
+272
| +0.4% | +$15.1K | 1.03% | 27 |
|
|
2021
Q4 | $3.59M | Sell |
64,168
-1,548
| -2% | -$86.7K | 1.03% | 27 |
|
|
2021
Q3 | $3.16M | Buy |
65,716
+1,020
| +2% | +$49K | 1.02% | 30 |
|
|
2021
Q2 | $2.71M | Buy |
64,696
+1,212
| +2% | +$50.8K | 0.91% | 37 |
|
|
2021
Q1 | $2.14M | Buy |
63,484
+2,240
| +4% | +$75.5K | 0.84% | 42 |
|
|
2020
Q4 | $2.14M | Buy |
61,244
+1,204
| +2% | +$42.1K | 0.93% | 35 |
|
|
2020
Q3 | $2.03M | Buy |
60,040
+2,372
| +4% | +$80.1K | 0.96% | 37 |
|
|
2020
Q2 | $1.89M | Buy |
57,668
+27,798
| +93% | +$910K | 1.08% | 31 |
|
|
2020
Q1 | $899K | Buy |
+29,870
| New | +$899K | 0.79% | 33 |
|