Wealthspire Advisors (New York)’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 | $1.87M | Buy |
27,092
+1,208
| +5% | +$83.4K | 0.01% | 285 |
|
2025
Q1 | $1.8M | Buy |
25,884
+13,009
| +101% | +$903K | 0.01% | 291 |
|
2024
Q4 | $1.11M | Sell |
12,875
-3,013
| -19% | -$259K | 0.01% | 352 |
|
2024
Q3 | $1.89M | Buy |
15,888
+6,843
| +76% | +$815K | 0.02% | 265 |
|
2024
Q2 | $1.29M | Sell |
9,045
-97
| -1% | -$13.8K | 0.02% | 266 |
|
2024
Q1 | $1.17M | Buy |
9,142
+1,261
| +16% | +$162K | 0.02% | 291 |
|
2023
Q4 | $815K | Sell |
7,881
-611
| -7% | -$63.2K | 0.01% | 346 |
|
2023
Q3 | $772K | Buy |
8,492
+1,794
| +27% | +$163K | 0.01% | 319 |
|
2023
Q2 | $542K | Buy |
6,698
+418
| +7% | +$33.8K | 0.01% | 345 |
|
2023
Q1 | $500K | Sell |
6,280
-3,976
| -39% | -$316K | 0.01% | 358 |
|
2022
Q4 | $694K | Buy |
10,256
+3,270
| +47% | +$221K | 0.01% | 326 |
|
2022
Q3 | $348K | Buy |
6,986
+1,628
| +30% | +$81.1K | 0.01% | 390 |
|
2022
Q2 | $299K | Sell |
5,358
-100
| -2% | -$5.58K | 0.01% | 400 |
|
2022
Q1 | $303K | Sell |
5,458
-3,882
| -42% | -$216K | 0.01% | 348 |
|
2021
Q4 | $523K | Sell |
9,340
-594
| -6% | -$33.3K | 0.01% | 315 |
|
2021
Q3 | $477K | Buy |
9,934
+2,690
| +37% | +$129K | 0.01% | 364 |
|
2021
Q2 | $303K | Sell |
7,244
-3,432
| -32% | -$144K | 0.01% | 288 |
|
2021
Q1 | $360K | Buy |
10,676
+770
| +8% | +$26K | 0.01% | 497 |
|
2020
Q4 | $346K | Buy |
+9,906
| New | +$346K | 0.01% | 388 |
|
2020
Q2 | – | Sell |
-35,712
| Closed | -$1.08M | – | 448 |
|
2020
Q1 | $1.08M | Buy |
+35,712
| New | +$1.08M | 0.05% | 185 |
|
2019
Q1 | – | Sell |
-2,002
| Closed | -$46K | – | 562 |
|
2018
Q4 | $46K | Buy |
+2,002
| New | +$46K | ﹤0.01% | 199 |
|