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