SVB Wealth’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 | $315K | Buy |
+4,560
| New | +$315K | 0.02% | 356 |
|
|
2025
Q1 | – | Sell |
-14,529
| Closed | -$1.25M | – | 1696 |
|
|
2024
Q4 | $1.25M | Buy |
+14,529
| New | +$1.25M | 0.02% | 281 |
|
|
2024
Q3 | – | Sell |
-17,267
| Closed | -$2.46M | – | 409 |
|
|
2024
Q2 | $2.46M | Sell |
17,267
-2,982
| -15% | -$426K | 0.06% | 212 |
|
|
2024
Q1 | $2.6M | Sell |
20,249
-6,308
| -24% | -$810K | 0.06% | 222 |
|
|
2023
Q4 | $2.75M | Sell |
26,557
-1,069
| -4% | -$111K | 0.07% | 204 |
|
|
2023
Q3 | $2.51M | Buy |
27,626
+1,094
| +4% | +$99.5K | 0.06% | 201 |
|
|
2023
Q2 | $2.15M | Sell |
26,532
-2,906
| -10% | -$235K | 0.04% | 228 |
|
|
2023
Q1 | $2.34M | Sell |
29,438
-4,350
| -13% | -$346K | 0.03% | 239 |
|
|
2022
Q4 | $2.29M | Sell |
33,788
-2,258
| -6% | -$153K | 0.03% | 250 |
|
|
2022
Q3 | $1.8M | Buy |
36,046
+3,248
| +10% | +$162K | 0.03% | 269 |
|
|
2022
Q2 | $1.83M | Sell |
32,798
-3,718
| -10% | -$207K | 0.03% | 229 |
|
|
2022
Q1 | $2.03M | Buy |
36,516
+13,572
| +59% | +$754K | 0.03% | 227 |
|
|
2021
Q4 | $1.29M | Buy |
22,944
+4,238
| +23% | +$237K | 0.02% | 274 |
|
|
2021
Q3 | $898K | Buy |
18,706
+2,698
| +17% | +$130K | 0.01% | 420 |
|
|
2021
Q2 | $671K | Sell |
16,008
-10,626
| -40% | -$445K | 0.01% | 491 |
|
|
2021
Q1 | $898K | Buy |
26,634
+6,082
| +30% | +$205K | 0.01% | 370 |
|
|
2020
Q4 | $718K | Buy |
20,552
+6,216
| +43% | +$217K | 0.01% | 390 |
|
|
2020
Q3 | $498K | Buy |
14,336
+6,310
| +79% | +$219K | 0.01% | 404 |
|
|
2020
Q2 | $263K | Buy |
+8,026
| New | +$263K | ﹤0.01% | 484 |
|