Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
NVO holding history
Novo Nordisk A S in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NVO overviewAll 13F holders of NVOFull Q1 2025 holdings
- Shares (Q1 2025)
- 3,685
- Value
- $258.7K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 3,685 | $258.7K | <0.1% | −91,632−96.1% | Reduced | Holders |
| Q4 2024 | 95,317 | $8.20M | 0.5% | +6,014+6.7% | Added | Holders |
| Q3 2024 | 89,303 | $10.6M | 0.7% | +2,350+2.7% | Added | Holders |
| Q2 2024 | 86,953 | $12.4M | 0.9% | +2,127+2.5% | Added | Holders |
| Q1 2024 | 84,826 | $11.0M | 1.0% | −354−0.4% | Reduced | Holders |
| Q4 2023 | 85,180 | $8.81M | 0.9% | +3,562+4.4% | Added | Holders |
| Q3 2023 | 81,618 | $7.42M | 0.8% | +8,520+11.7% | AddedConverted for a 2-for-1 split | Holders |
| Q2 2023 | 36,549 | $5.91M | 0.5% | +35,258+2,731.1% | Added | Holders |
| Q1 2023 | 1,291 | $207.0K | <0.1% | +1,291 | New | Holders |