Stonegate Investment Group’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
$2.58M Buy
37,428
+4,917
+15% +$339K 0.06% 118
2025
Q1
$2.26M Buy
32,511
+912
+3% +$63.3K 0.06% 117
2024
Q4
$2.72M Buy
31,599
+1,308
+4% +$113K 0.07% 104
2024
Q3
$3.61M Buy
30,291
+677
+2% +$80.6K 0.1% 86
2024
Q2
$4.23M Buy
29,614
+698
+2% +$99.6K 0.12% 78
2024
Q1
$3.71M Buy
28,916
+3,536
+14% +$454K 0.12% 84
2023
Q4
$2.63M Buy
25,380
+5,248
+26% +$543K 0.09% 93
2023
Q3
$1.83M Sell
20,132
-344
-2% -$31.3K 0.07% 113
2023
Q2
$1.66M Sell
20,476
-298
-1% -$24.1K 0.06% 127
2023
Q1
$1.65M Buy
20,774
+4,074
+24% +$324K 0.06% 119
2022
Q4
$1.13M Buy
+16,700
New +$1.13M 0.05% 134