Allen Wealth Management’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 | $201K | Sell |
2,915
-375
| -11% | -$25.9K | 0.14% | 59 |
|
|
2025
Q1 | $228K | Buy |
3,290
+63
| +2% | +$4.38K | 0.16% | 57 |
|
|
2024
Q4 | $278K | Buy |
3,227
+437
| +16% | +$37.6K | 0.2% | 52 |
|
|
2024
Q3 | $332K | Sell |
2,790
-300
| -10% | -$35.7K | 0.23% | 46 |
|
|
2024
Q2 | $441K | Sell |
3,090
-650
| -17% | -$92.8K | 0.39% | 40 |
|
|
2024
Q1 | $480K | Buy |
3,740
+210
| +6% | +$27K | 0.42% | 40 |
|
|
2023
Q4 | $365K | Buy |
+3,530
| New | +$365K | 0.36% | 40 |
|