Stratos 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 | $841K | Sell |
12,187
-3,806
| -24% | -$263K | 0.01% | 748 |
|
|
2025
Q1 | $1.11M | Sell |
15,993
-9,368
| -37% | -$651K | 0.02% | 623 |
|
|
2024
Q4 | $2.18M | Sell |
25,361
-3,179
| -11% | -$273K | 0.03% | 451 |
|
|
2024
Q3 | $3.4M | Buy |
28,540
+753
| +3% | +$89.7K | 0.05% | 342 |
|
|
2024
Q2 | $3.97M | Buy |
27,787
+3,031
| +12% | +$433K | 0.06% | 295 |
|
|
2024
Q1 | $3.18M | Buy |
24,756
+3,460
| +16% | +$444K | 0.05% | 332 |
|
|
2023
Q4 | $2.2M | Buy |
21,296
+3,439
| +19% | +$356K | 0.04% | 393 |
|
|
2023
Q3 | $1.62M | Buy |
17,857
+6,997
| +64% | +$636K | 0.04% | 419 |
|
|
2023
Q2 | $879K | Buy |
10,860
+2,696
| +33% | +$218K | 0.02% | 575 |
|
|
2023
Q1 | $650K | Sell |
8,164
-1,682
| -17% | -$134K | 0.02% | 606 |
|
|
2022
Q4 | $666K | Buy |
9,846
+1,448
| +17% | +$98K | 0.02% | 625 |
|
|
2022
Q3 | $418K | Buy |
8,398
+260
| +3% | +$12.9K | 0.01% | 755 |
|
|
2022
Q2 | $453K | Buy |
8,138
+2,610
| +47% | +$145K | 0.01% | 764 |
|
|
2022
Q1 | $307K | Buy |
5,528
+1,276
| +30% | +$70.9K | 0.01% | 978 |
|
|
2021
Q4 | $238K | Buy |
+4,252
| New | +$238K | 0.01% | 1096 |
|
|
2018
Q4 | – | Sell |
-1,548
| Closed | -$36K | – | 1937 |
|
|
2018
Q3 | $36K | Buy |
+1,548
| New | +$36K | ﹤0.01% | 1611 |
|
|
2018
Q2 | – | Sell |
-2,960
| Closed | -$73K | – | 2040 |
|
|
2018
Q1 | $73K | Buy |
2,960
+1,368
| +86% | +$33.7K | ﹤0.01% | 1372 |
|
|
2017
Q4 | $43K | Buy |
+1,592
| New | +$43K | ﹤0.01% | 1592 |
|
|
2016
Q1 | – | Sell |
-6,898
| Closed | -$200K | – | 624 |
|
|
2015
Q4 | $200K | Sell |
6,898
-5,794
| -46% | -$168K | 0.02% | 523 |
|
|
2015
Q3 | $344K | Buy |
+12,692
| New | +$344K | 0.04% | 336 |
|
|
2015
Q2 | – | Sell |
-17,668
| Closed | -$472K | – | 588 |
|
|
2015
Q1 | $472K | Buy |
17,668
+1,892
| +12% | +$50.5K | 0.06% | 310 |
|
|
2014
Q4 | $334K | Buy |
15,776
+4,468
| +40% | +$94.6K | 0.06% | 329 |
|
|
2014
Q3 | $269K | Buy |
+11,308
| New | +$269K | 0.06% | 240 |
|