Waverly 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 | $838K | Sell |
12,145
-78,816
| -87% | -$5.44M | 0.01% | 661 |
|
|
2025
Q1 | $6.32M | Buy |
90,961
+77,032
| +553% | +$5.35M | 0.08% | 246 |
|
|
2024
Q4 | $1.2M | Buy |
13,929
+7,147
| +105% | +$615K | 0.02% | 484 |
|
|
2024
Q3 | $807K | Sell |
6,782
-1,200
| -15% | -$143K | 0.01% | 486 |
|
|
2024
Q2 | $1.14M | Buy |
7,982
+3,489
| +78% | +$498K | 0.02% | 414 |
|
|
2024
Q1 | $577K | Buy |
4,493
+813
| +22% | +$104K | 0.01% | 452 |
|
|
2023
Q4 | $381K | Sell |
3,680
-50
| -1% | -$5.17K | 0.01% | 332 |
|
|
2023
Q3 | $339K | Buy |
+3,730
| New | +$339K | 0.01% | 305 |
|
|
2018
Q1 | – | Sell |
-1,270
| Closed | -$34K | – | 308 |
|
|
2017
Q4 | $34K | Buy |
+1,270
| New | +$34K | ﹤0.01% | 275 |
|
|
2015
Q4 | – | Sell |
-24
| Closed | -$1K | – | 307 |
|
|
2015
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 417 |
|
|
2015
Q2 | $1K | Sell |
24
-72
| -75% | -$3K | ﹤0.01% | 349 |
|
|
2015
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 316 |
|
|
2014
Q4 | $2K | Sell |
96
-220
| -70% | -$4.58K | ﹤0.01% | 391 |
|
|
2014
Q3 | $8K | Sell |
316
-290
| -48% | -$7.34K | ﹤0.01% | 534 |
|
|
2014
Q2 | $14K | Sell |
606
-160
| -21% | -$3.7K | 0.01% | 391 |
|
|
2014
Q1 | $17K | Sell |
766
-5,504
| -88% | -$122K | 0.01% | 346 |
|
|
2013
Q4 | $116K | Buy |
6,270
+850
| +16% | +$15.7K | 0.04% | 203 |
|
|
2013
Q3 | $92K | Buy |
+5,420
| New | +$92K | 0.05% | 161 |
|