Acorn Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,746
| Closed | -$208K | – | 241 |
|
|
2024
Q3 | $208K | Hold |
1,746
| – | – | 0.09% | 215 |
|
|
2024
Q2 | $249K | Buy |
1,746
+46
| +3% | +$6.57K | 0.12% | 173 |
|
|
2024
Q1 | $218K | Buy |
+1,700
| New | +$218K | 0.11% | 187 |
|
|
2018
Q3 | – | Sell |
-1,900
| Closed | -$44K | – | 329 |
|
|
2018
Q2 | $44K | Hold |
1,900
| – | – | 0.04% | 294 |
|
|
2018
Q1 | $45K | Buy |
1,900
+200
| +12% | +$4.74K | 0.04% | 287 |
|
|
2017
Q4 | $46K | Buy |
+1,700
| New | +$46K | 0.04% | 268 |
|