Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $390K | Sell |
4,533
-30
| -0.7% | -$2.58K | 0.05% | 165 |
|
|
2024
Q3 | $543K | Sell |
4,563
-336
| -7% | -$40K | 0.08% | 156 |
|
|
2024
Q2 | $699K | Sell |
4,899
-277
| -5% | -$39.5K | 0.1% | 153 |
|
|
2024
Q1 | $665K | Sell |
5,176
-60
| -1% | -$7.7K | 0.1% | 157 |
|
|
2023
Q4 | $542K | Sell |
5,236
-15
| -0.3% | -$1.55K | 0.09% | 156 |
|
|
2023
Q3 | $478K | Sell |
5,251
-169
| -3% | -$15.4K | 0.09% | 161 |
|
|
2023
Q2 | $439K | Sell |
5,420
-72
| -1% | -$5.83K | 0.08% | 166 |
|
|
2023
Q1 | $437K | Buy |
+5,492
| New | +$437K | 0.09% | 166 |
|