Stiles Financial Services’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 | $2.92M | Buy |
42,265
+775
| +2% | +$53.5K | 1.01% | 27 |
|
|
2025
Q1 | $2.88M | Sell |
41,490
-1,992
| -5% | -$138K | 1.11% | 25 |
|
|
2024
Q4 | $3.74M | Sell |
43,482
-1,480
| -3% | -$127K | 1.35% | 12 |
|
|
2024
Q3 | $5.35M | Buy |
44,962
+436
| +1% | +$51.9K | 1.89% | 9 |
|
|
2024
Q2 | $6.36M | Buy |
44,526
+518
| +1% | +$74K | 2.45% | 6 |
|
|
2024
Q1 | $5.64M | Buy |
44,008
+1,367
| +3% | +$175K | 2.26% | 8 |
|
|
2023
Q4 | $4.41M | Buy |
42,641
+3,091
| +8% | +$320K | 2% | 8 |
|
|
2023
Q3 | $3.6M | Buy |
39,550
+1,234
| +3% | +$112K | 1.87% | 9 |
|
|
2023
Q2 | $3.1M | Buy |
38,316
+88
| +0.2% | +$7.12K | 1.54% | 12 |
|
|
2023
Q1 | $3.04M | Sell |
38,228
-1,334
| -3% | -$106K | 1.63% | 12 |
|
|
2022
Q4 | $2.68M | Sell |
39,562
-1,306
| -3% | -$88.4K | 1.53% | 18 |
|
|
2022
Q3 | $2.04M | Buy |
40,868
+1,324
| +3% | +$66K | 1.24% | 20 |
|
|
2022
Q2 | $2.2M | Sell |
39,544
-26
| -0.1% | -$1.45K | 1.32% | 21 |
|
|
2022
Q1 | $2.2M | Sell |
39,570
-966
| -2% | -$53.6K | 1.1% | 22 |
|
|
2021
Q4 | $2.25M | Buy |
+40,536
| New | +$2.25M | 1.09% | 27 |
|