Angeles 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
$723K Sell
10,481
-3,263
-24% -$225K 0.05% 138
2025
Q1
$954K Sell
13,744
-175
-1% -$12.2K 0.08% 96
2024
Q4
$1.2M Buy
13,919
+225
+2% +$19.4K 0.1% 75
2024
Q3
$1.63M Sell
13,694
-429
-3% -$51.1K 0.14% 58
2024
Q2
$2.02M Sell
14,123
-44
-0.3% -$6.28K 0.19% 48
2024
Q1
$1.82M Buy
14,167
+41
+0.3% +$5.26K 0.18% 47
2023
Q4
$1.46M Sell
14,126
-89
-0.6% -$9.21K 0.18% 51
2023
Q3
$1.29M Sell
14,215
-15,281
-52% -$1.39M 0.18% 47
2023
Q2
$2.39M Buy
29,496
+534
+2% +$43.2K 0.33% 30
2023
Q1
$2.3M Buy
28,962
+6,384
+28% +$508K 0.34% 33
2022
Q4
$1.53M Buy
22,578
+13,752
+156% +$931K 0.27% 49
2022
Q3
$440K Buy
+8,826
New +$440K 0.09% 99