Alliance Wealth Advisors (Utah)’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 | $1.74M | Sell |
25,221
-1,332
| -5% | -$91.9K | 0.42% | 71 |
|
|
2025
Q1 | $1.84M | Sell |
26,553
-4,452
| -14% | -$309K | 0.48% | 70 |
|
|
2024
Q4 | $2.67M | Sell |
31,005
-907
| -3% | -$78K | 0.69% | 55 |
|
|
2024
Q3 | $3.8M | Buy |
31,912
+1,815
| +6% | +$216K | 1% | 28 |
|
|
2024
Q2 | $4.3M | Buy |
30,097
+1,524
| +5% | +$218K | 1.26% | 15 |
|
|
2024
Q1 | $3.67M | Buy |
28,573
+1,178
| +4% | +$151K | 1.09% | 23 |
|
|
2023
Q4 | $2.83M | Buy |
27,395
+542
| +2% | +$56.1K | 0.95% | 29 |
|
|
2023
Q3 | $2.44M | Buy |
26,853
+16,369
| +156% | +$1.49M | 0.9% | 31 |
|
|
2023
Q2 | $848K | Buy |
10,484
+738
| +8% | +$59.7K | 0.32% | 78 |
|
|
2023
Q1 | $776K | Sell |
9,746
-3,664
| -27% | -$292K | 0.31% | 79 |
|
|
2022
Q4 | $908K | Buy |
+13,410
| New | +$908K | 0.41% | 68 |
|