TRUE Private Wealth Advisors’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 | $351K | Buy |
+5,080
| New | +$351K | 0.04% | 187 |
|
|
2024
Q3 | – | Sell |
-5,819
| Closed | -$831K | – | 261 |
|
|
2024
Q2 | $831K | Buy |
5,819
+171
| +3% | +$24.4K | 0.09% | 112 |
|
|
2024
Q1 | $725K | Buy |
5,648
+79
| +1% | +$10.1K | 0.08% | 125 |
|
|
2023
Q4 | $576K | Buy |
5,569
+2,516
| +82% | +$260K | 0.07% | 140 |
|
|
2023
Q3 | $278K | Buy |
3,053
+165
| +6% | +$15K | 0.04% | 208 |
|
|
2023
Q2 | $234K | Buy |
2,888
+80
| +3% | +$6.47K | 0.03% | 209 |
|
|
2023
Q1 | $223K | Buy |
+2,808
| New | +$223K | 0.03% | 205 |
|
|
2022
Q4 | – | Sell |
-4,530
| Closed | -$225K | – | 232 |
|
|
2022
Q3 | $225K | Buy |
4,530
+128
| +3% | +$6.36K | 0.03% | 189 |
|
|
2022
Q2 | $245K | Hold |
4,402
| – | – | 0.04% | 190 |
|
|
2022
Q1 | $250K | Sell |
4,402
-256
| -5% | -$14.5K | 0.04% | 206 |
|
|
2021
Q4 | $260K | Sell |
4,658
-922
| -17% | -$51.5K | 0.04% | 218 |
|
|
2021
Q3 | $267K | Sell |
5,580
-208
| -4% | -$9.95K | 0.04% | 199 |
|
|
2021
Q2 | $242K | Sell |
5,788
-3,954
| -41% | -$165K | 0.04% | 203 |
|
|
2021
Q1 | $333K | Buy |
9,742
+9,262
| +1,930% | +$317K | 0.05% | 163 |
|
|
2020
Q4 | $16K | Buy |
+480
| New | +$16K | ﹤0.01% | 477 |
|
|
2020
Q1 | – | Sell |
-5,920
| Closed | -$171K | – | 780 |
|
|
2019
Q4 | $171K | Buy |
+5,920
| New | +$171K | 0.03% | 237 |
|
|
2019
Q3 | – | Sell |
-5,130
| Closed | -$130K | – | 559 |
|
|
2019
Q2 | $130K | Buy |
+5,130
| New | +$130K | 0.02% | 238 |
|
|
2019
Q1 | – | Sell |
-10,750
| Closed | -$247K | – | 236 |
|
|
2018
Q4 | $247K | Hold |
10,750
| – | – | 0.04% | 201 |
|
|
2018
Q3 | $253K | Hold |
10,750
| – | – | 0.04% | 235 |
|
|
2018
Q2 | $247K | Buy |
10,750
+1,538
| +17% | +$35.3K | 0.04% | 237 |
|
|
2018
Q1 | $229K | Sell |
9,212
-3,000
| -25% | -$74.6K | 0.04% | 209 |
|
|
2017
Q4 | $327K | Buy |
+12,212
| New | +$327K | 0.06% | 175 |
|