AllSquare 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
$90.4K Sell
1,310
-100
-7% -$6.9K 0.05% 163
2025
Q1
$97.9K Hold
1,410
0.06% 150
2024
Q4
$121K Hold
1,410
0.07% 135
2024
Q3
$168K Hold
1,410
0.1% 121
2024
Q2
$201K Buy
1,410
+50
+4% +$7.14K 0.12% 102
2024
Q1
$175K Hold
1,360
0.1% 113
2023
Q4
$141K Buy
1,360
+100
+8% +$10.3K 0.09% 122
2023
Q3
$115K Hold
1,260
0.07% 128
2023
Q2
$101K Buy
+1,260
New +$101K 0.07% 136