Arete 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
Q3 | – | Sell |
-12,760
| Closed | -$1.82M | – | 790 |
|
|
2024
Q2 | $1.82M | Buy |
12,760
+1,564
| +14% | +$223K | 0.15% | 138 |
|
|
2024
Q1 | $1.44M | Buy |
11,196
+2,776
| +33% | +$356K | 0.13% | 168 |
|
|
2023
Q4 | $871K | Buy |
8,420
+290
| +4% | +$30K | 0.07% | 278 |
|
|
2023
Q3 | $739K | Buy |
8,130
+5,462
| +205% | +$497K | 0.13% | 174 |
|
|
2023
Q2 | $216K | Sell |
2,668
-110
| -4% | -$8.91K | 0.02% | 576 |
|
|
2023
Q1 | $221K | Buy |
+2,778
| New | +$221K | 0.02% | 556 |
|