Steward Partners Investment Advisory’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 | $9.54M | Buy |
138,214
+63,980
| +86% | +$4.42M | 0.07% | 260 |
|
|
2025
Q1 | $5.15M | Sell |
74,234
-54,746
| -42% | -$3.8M | 0.05% | 390 |
|
|
2024
Q4 | $11.1M | Sell |
128,980
-52,490
| -29% | -$4.52M | 0.1% | 203 |
|
|
2024
Q3 | $21.6M | Sell |
181,470
-7,988
| -4% | -$951K | 0.2% | 106 |
|
|
2024
Q2 | $27M | Buy |
189,458
+7,652
| +4% | +$1.09M | 0.28% | 74 |
|
|
2024
Q1 | $23.3M | Buy |
181,806
+26,409
| +17% | +$3.39M | 0.26% | 80 |
|
|
2023
Q4 | $16.1M | Buy |
155,397
+18,842
| +14% | +$1.95M | 0.22% | 93 |
|
|
2023
Q3 | $12.4M | Buy |
136,555
+21,207
| +18% | +$1.93M | 0.19% | 115 |
|
|
2023
Q2 | $9.33M | Sell |
115,348
-736
| -0.6% | -$59.6K | 0.14% | 157 |
|
|
2023
Q1 | $9.24M | Buy |
116,084
+15,302
| +15% | +$1.22M | 0.15% | 158 |
|
|
2022
Q4 | $6.82M | Buy |
100,782
+43,370
| +76% | +$2.93M | 0.12% | 195 |
|
|
2022
Q3 | $2.86M | Buy |
57,412
+11,508
| +25% | +$573K | 0.05% | 342 |
|
|
2022
Q2 | $2.56M | Buy |
45,904
+18,956
| +70% | +$1.06M | 0.05% | 367 |
|
|
2022
Q1 | $1.5M | Sell |
26,948
-482
| -2% | -$26.8K | 0.02% | 570 |
|
|
2021
Q4 | $1.54M | Sell |
27,430
-9,562
| -26% | -$535K | 0.02% | 571 |
|
|
2021
Q3 | $1.78M | Buy |
36,992
+2,468
| +7% | +$118K | 0.03% | 485 |
|
|
2021
Q2 | $1.45M | Sell |
34,524
-1,826
| -5% | -$76.5K | 0.02% | 548 |
|
|
2021
Q1 | $1.23M | Buy |
36,350
+672
| +2% | +$22.7K | 0.02% | 577 |
|
|
2020
Q4 | $1.25M | Sell |
35,678
-890
| -2% | -$31.1K | 0.03% | 493 |
|
|
2020
Q3 | $1.27M | Sell |
36,568
-5,850
| -14% | -$203K | 0.03% | 413 |
|
|
2020
Q2 | $1.39M | Buy |
42,418
+8,560
| +25% | +$280K | 0.04% | 378 |
|
|
2020
Q1 | $1.02M | Buy |
33,858
+12
| +0% | +$361 | 0.04% | 384 |
|
|
2019
Q4 | $979K | Sell |
33,846
-90
| -0.3% | -$2.6K | 0.03% | 462 |
|
|
2019
Q3 | $877K | Buy |
33,936
+488
| +1% | +$12.6K | 0.03% | 442 |
|
|
2019
Q2 | $853K | Buy |
33,448
+202
| +0.6% | +$5.15K | 0.03% | 421 |
|
|
2019
Q1 | $869K | Buy |
33,246
+964
| +3% | +$25.2K | 0.04% | 392 |
|
|
2018
Q4 | $743K | Buy |
32,282
+336
| +1% | +$7.73K | 0.04% | 398 |
|
|
2018
Q3 | $753K | Sell |
31,946
-212
| -0.7% | -$5K | 0.04% | 414 |
|
|
2018
Q2 | $742K | Sell |
32,158
-510
| -2% | -$11.8K | 0.04% | 362 |
|
|
2018
Q1 | $804K | Buy |
32,668
+162
| +0.5% | +$3.99K | 0.06% | 308 |
|
|
2017
Q4 | $872K | Buy |
32,506
+466
| +1% | +$12.5K | 0.07% | 253 |
|
|
2017
Q3 | $771K | Sell |
32,040
-988
| -3% | -$23.8K | 0.08% | 222 |
|
|
2017
Q2 | $708K | Buy |
33,028
+174
| +0.5% | +$3.73K | 0.08% | 225 |
|
|
2017
Q1 | $563K | Buy |
32,854
+30,434
| +1,258% | +$522K | 0.09% | 190 |
|
|
2016
Q4 | $43K | Buy |
+2,420
| New | +$43K | 0.02% | 340 |
|