Transform 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
Q1 | $259K | Sell |
3,685
-91,632
| -96% | -$6.43M | 0.02% | 218 |
|
|
2024
Q4 | $8.2M | Buy |
95,317
+6,014
| +7% | +$517K | 0.46% | 58 |
|
|
2024
Q3 | $10.6M | Buy |
89,303
+2,350
| +3% | +$280K | 0.7% | 36 |
|
|
2024
Q2 | $12.4M | Buy |
86,953
+2,127
| +3% | +$304K | 0.93% | 28 |
|
|
2024
Q1 | $11M | Sell |
84,826
-354
| -0.4% | -$45.8K | 1.04% | 29 |
|
|
2023
Q4 | $8.81M | Buy |
85,180
+3,562
| +4% | +$368K | 0.86% | 34 |
|
|
2023
Q3 | $7.42M | Buy |
81,618
+8,520
| +12% | +$775K | 0.78% | 39 |
|
|
2023
Q2 | $5.91M | Buy |
73,098
+70,516
| +2,731% | +$5.71M | 0.53% | 66 |
|
|
2023
Q1 | $207K | Buy |
+2,582
| New | +$207K | 0.02% | 242 |
|
|
2018
Q4 | – | Sell |
-36,400
| Closed | -$858K | – | 195 |
|
|
2018
Q3 | $858K | Sell |
36,400
-19,600
| -35% | -$462K | 0.15% | 131 |
|
|
2018
Q2 | $1.29M | Sell |
56,000
-78,000
| -58% | -$1.8M | 0.23% | 117 |
|
|
2018
Q1 | $3.3M | Sell |
134,000
-3,200
| -2% | -$78.8K | 0.63% | 57 |
|
|
2017
Q4 | $3.68M | Buy |
+137,200
| New | +$3.68M | 0.68% | 46 |
|
|
2017
Q1 | – | Sell |
-64,238
| Closed | -$1.15M | – | 222 |
|
|
2016
Q4 | $1.15M | Buy |
64,238
+5,642
| +10% | +$101K | 0.46% | 68 |
|
|
2016
Q3 | $1.22M | Buy |
58,596
+2,418
| +4% | +$50.3K | 0.52% | 62 |
|
|
2016
Q2 | $1.51M | Buy |
+56,178
| New | +$1.51M | 0.64% | 44 |
|