Summit Financial Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $529K | Buy |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.41M | Hold |
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|
2024
Q1 | $1.27M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $390K | Hold |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $364K | Hold |
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|
2019
Q4 | $360K | Hold |
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|
2019
Q3 | $307K | Hold |
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|
2019
Q2 | $306K | Hold |
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|
2019
Q1 | $306K | Hold |
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|
2018
Q4 | $276K | Sell |
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|
2018
Q3 | $270K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $250K | Sell |
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|
2016
Q2 | $328K | Hold |
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|
2016
Q1 | $330K | Hold |
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|
2015
Q4 | $354K | Buy |
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