United Capital Financial 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 | $38.1M | Sell |
552,601
-23,687
| -4% | -$1.63M | 0.31% | 72 |
|
|
2025
Q1 | $40M | Buy |
576,288
+216,083
| +60% | +$15M | 0.34% | 63 |
|
|
2024
Q4 | $31M | Sell |
360,205
-60,672
| -14% | -$5.22M | 0.26% | 83 |
|
|
2024
Q3 | $50.1M | Sell |
420,877
-23,090
| -5% | -$2.75M | 0.41% | 56 |
|
|
2024
Q2 | $63.4M | Sell |
443,967
-37,155
| -8% | -$5.3M | 0.54% | 41 |
|
|
2024
Q1 | $61.8M | Sell |
481,122
-61,389
| -11% | -$7.88M | 0.51% | 43 |
|
|
2023
Q4 | $56.1M | Sell |
542,511
-419,077
| -44% | -$43.4M | 0.47% | 43 |
|
|
2023
Q3 | $87.4M | Sell |
961,588
-161,600
| -14% | -$14.7M | 0.57% | 34 |
|
|
2023
Q2 | $90.9M | Sell |
1,123,188
-66,300
| -6% | -$5.36M | 0.5% | 35 |
|
|
2023
Q1 | $94.6M | Sell |
1,189,488
-65,810
| -5% | -$5.24M | 0.53% | 33 |
|
|
2022
Q4 | $84.9M | Sell |
1,255,298
-63,806
| -5% | -$4.32M | 0.48% | 39 |
|
|
2022
Q3 | $65.7M | Sell |
1,319,104
-64,196
| -5% | -$3.2M | 0.39% | 49 |
|
|
2022
Q2 | $77.1M | Sell |
1,383,300
-145,330
| -10% | -$8.1M | 0.42% | 41 |
|
|
2022
Q1 | $84.9M | Sell |
1,528,630
-79,002
| -5% | -$4.39M | 0.41% | 44 |
|
|
2021
Q4 | $90M | Sell |
1,607,632
-32,752
| -2% | -$1.83M | 0.41% | 47 |
|
|
2021
Q3 | $78.7M | Sell |
1,640,384
-55,776
| -3% | -$2.68M | 0.39% | 50 |
|
|
2021
Q2 | $71M | Buy |
1,696,160
+43,706
| +3% | +$1.83M | 0.36% | 57 |
|
|
2021
Q1 | $55.7M | Sell |
1,652,454
-32,332
| -2% | -$1.09M | 0.31% | 68 |
|
|
2020
Q4 | $58.8M | Sell |
1,684,786
-14,582
| -0.9% | -$509K | 0.35% | 62 |
|
|
2020
Q3 | $59M | Sell |
1,699,368
-124,460
| -7% | -$4.32M | 0.39% | 54 |
|
|
2020
Q2 | $59.7M | Buy |
1,823,828
+116,794
| +7% | +$3.82M | 0.43% | 52 |
|
|
2020
Q1 | $48.4M | Buy |
1,707,034
+86,508
| +5% | +$2.46M | 0.4% | 56 |
|
|
2019
Q4 | $46.9M | Buy |
1,620,526
+104,988
| +7% | +$3.04M | 0.3% | 73 |
|
|
2019
Q3 | $39.2M | Buy |
1,515,538
+18,946
| +1% | +$490K | 0.27% | 84 |
|
|
2019
Q2 | $38.2M | Buy |
1,496,592
+87,648
| +6% | +$2.24M | 0.25% | 95 |
|
|
2019
Q1 | $36.9M | Buy |
1,408,944
+102,400
| +8% | +$2.68M | 0.26% | 92 |
|
|
2018
Q4 | $30.1M | Buy |
1,306,544
+53,886
| +4% | +$1.24M | 0.24% | 93 |
|
|
2018
Q3 | $29.5M | Buy |
1,252,658
+46,172
| +4% | +$1.09M | 0.21% | 105 |
|
|
2018
Q2 | $27.8M | Sell |
1,206,486
-142,390
| -11% | -$3.28M | 0.21% | 113 |
|
|
2018
Q1 | $33.2M | Buy |
1,348,876
+50,042
| +4% | +$1.23M | 0.25% | 90 |
|
|
2017
Q4 | $34.9M | Buy |
1,298,834
+47,220
| +4% | +$1.27M | 0.28% | 77 |
|
|
2017
Q3 | $30.1M | Buy |
1,251,614
+75,520
| +6% | +$1.82M | 0.26% | 89 |
|
|
2017
Q2 | $25.2M | Buy |
1,176,094
+154,052
| +15% | +$3.3M | 0.23% | 101 |
|
|
2017
Q1 | $17.5M | Buy |
1,022,042
+246,014
| +32% | +$4.22M | 0.16% | 143 |
|
|
2016
Q4 | $13.9M | Buy |
776,028
+117,842
| +18% | +$2.11M | 0.14% | 170 |
|
|
2016
Q3 | $13.7M | Sell |
658,186
-16,518
| -2% | -$343K | 0.13% | 177 |
|
|
2016
Q2 | $18.2M | Buy |
674,704
+65,354
| +11% | +$1.76M | 0.19% | 120 |
|
|
2016
Q1 | $16.5M | Buy |
609,350
+394,172
| +183% | +$10.7M | 0.18% | 118 |
|
|
2015
Q4 | $6.25M | Sell |
215,178
-98,626
| -31% | -$2.86M | 0.07% | 288 |
|
|
2015
Q3 | $8.51M | Buy |
313,804
+141,052
| +82% | +$3.83M | 0.1% | 216 |
|
|
2015
Q2 | $4.73M | Sell |
172,752
-618
| -0.4% | -$16.9K | 0.05% | 348 |
|
|
2015
Q1 | $4.88M | Sell |
173,370
-2,074
| -1% | -$58.4K | 0.06% | 339 |
|
|
2014
Q4 | $3.71M | Sell |
175,444
-1,046
| -0.6% | -$22.1K | 0.06% | 313 |
|
|
2014
Q3 | $4.2M | Buy |
176,490
+3,048
| +2% | +$72.6K | 0.07% | 285 |
|
|
2014
Q2 | $4.01M | Buy |
173,442
+59,364
| +52% | +$1.37M | 0.07% | 272 |
|
|
2014
Q1 | $2.6M | Sell |
114,078
-22,272
| -16% | -$508K | 0.06% | 312 |
|
|
2013
Q4 | $2.52M | Buy |
136,350
+77,840
| +133% | +$1.44M | 0.09% | 212 |
|
|
2013
Q3 | $990K | Sell |
58,510
-24,150
| -29% | -$409K | 0.03% | 344 |
|
|
2013
Q2 | $1.28M | Buy |
+82,660
| New | +$1.28M | 0.03% | 372 |
|