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