Spire Wealth Management’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
$671K Sell
9,721
-3,141
-24% -$217K 0.02% 449
2025
Q1
$893K Buy
12,862
+978
+8% +$67.9K 0.03% 427
2024
Q4
$1.02M Sell
11,884
-7,190
-38% -$618K 0.03% 391
2024
Q3
$2.27M Buy
19,074
+2,797
+17% +$333K 0.08% 207
2024
Q2
$2.32M Buy
16,277
+1,878
+13% +$268K 0.08% 215
2024
Q1
$1.85M Buy
14,399
+5,083
+55% +$653K 0.03% 262
2023
Q4
$996K Buy
9,316
+3,209
+53% +$343K 0.03% 360
2023
Q3
$555K Buy
6,107
+13
+0.2% +$1.18K 0.02% 456
2023
Q2
$493K Sell
6,094
-478
-7% -$38.7K 0.02% 490
2023
Q1
$523K Buy
6,572
+2,844
+76% +$226K 0.02% 479
2022
Q4
$252K Buy
3,728
+306
+9% +$20.7K 0.01% 496
2022
Q3
$170K Sell
3,422
-3,766
-52% -$187K 0.01% 574
2022
Q2
$400K Sell
7,188
-4,150
-37% -$231K 0.02% 540
2022
Q1
$630K Sell
11,338
-3,434
-23% -$191K 0.02% 509
2021
Q4
$827K Buy
14,772
+818
+6% +$45.8K 0.02% 529
2021
Q3
$670K Sell
13,954
-1,744
-11% -$83.7K 0.02% 512
2021
Q2
$658K Sell
15,698
-13,974
-47% -$586K 0.02% 537
2021
Q1
$1M Buy
+29,672
New +$1M 0.03% 438