Summit Financial’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 | $762K | Buy |
11,045
+1,889
| +21% | +$130K | 0.02% | 472 |
|
2025
Q1 | $636K | Sell |
9,156
-1,461
| -14% | -$101K | 0.02% | 457 |
|
2024
Q4 | $913K | Buy |
10,617
+5,837
| +122% | +$502K | 0.03% | 331 |
|
2024
Q3 | $569K | Sell |
4,780
-65
| -1% | -$7.74K | 0.02% | 355 |
|
2024
Q2 | $692K | Buy |
4,845
+996
| +26% | +$142K | 0.03% | 277 |
|
2024
Q1 | $498K | Sell |
3,849
-1,428
| -27% | -$185K | 0.03% | 253 |
|
2023
Q4 | $546K | Buy |
5,277
+2,982
| +130% | +$308K | 0.04% | 236 |
|
2023
Q3 | $209K | Sell |
2,295
-203
| -8% | -$18.5K | 0.02% | 319 |
|
2023
Q2 | $202K | Sell |
2,498
-724
| -22% | -$58.6K | 0.01% | 312 |
|
2023
Q1 | $258K | Sell |
3,222
-1,882
| -37% | -$151K | 0.02% | 222 |
|
2022
Q4 | $345K | Sell |
5,104
-266
| -5% | -$18K | 0.03% | 199 |
|
2022
Q3 | $268K | Buy |
+5,370
| New | +$268K | 0.03% | 217 |
|