Strategic Wealth Partners’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 | $135K | Buy |
+1,956
| New | +$135K | 0.01% | 360 |
|
|
2024
Q4 | – | Sell |
-2,185
| Closed | -$260K | – | 326 |
|
|
2024
Q3 | $260K | Sell |
2,185
-37
| -2% | -$4.41K | 0.03% | 265 |
|
|
2024
Q2 | $317K | Sell |
2,222
-117
| -5% | -$16.7K | 0.03% | 234 |
|
|
2024
Q1 | $300K | Buy |
2,339
+278
| +13% | +$35.7K | 0.03% | 232 |
|
|
2023
Q4 | $213K | Buy |
+2,061
| New | +$213K | 0.03% | 263 |
|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$37 | – | 379 |
|
|
2019
Q3 | $37 | Sell |
1,500
-866
| -37% | -$21 | ﹤0.01% | 314 |
|
|
2019
Q2 | $60K | Sell |
2,366
-802
| -25% | -$20.3K | 0.03% | 218 |
|
|
2019
Q1 | $82K | Buy |
3,168
+1,668
| +111% | +$43.2K | 0.04% | 196 |
|
|
2018
Q4 | $36K | Hold |
1,500
| – | – | 0.02% | 261 |
|
|
2018
Q3 | $35K | Hold |
1,500
| – | – | 0.02% | 263 |
|
|
2018
Q2 | $35K | Hold |
1,500
| – | – | 0.02% | 294 |
|
|
2018
Q1 | $37K | Hold |
1,500
| – | – | 0.02% | 274 |
|
|
2017
Q4 | $37K | Buy |
+1,500
| New | +$37K | 0.02% | 244 |
|