BWP
Balboa Wealth Partners’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
11,695
+677
| +6% | +$46.7K | 0.16% | 109 |
|
|
2025
Q1 | $765K | Buy |
11,018
+273
| +3% | +$19K | 0.18% | 97 |
|
|
2024
Q4 | $924K | Buy |
10,745
+8,764
| +442% | +$754K | 0.21% | 84 |
|
|
2024
Q3 | $236K | Sell |
1,981
-427
| -18% | -$50.8K | 0.06% | 236 |
|
|
2024
Q2 | $344K | Sell |
2,408
-322
| -12% | -$46K | 0.09% | 172 |
|
|
2024
Q1 | $351K | Sell |
2,730
-1,001
| -27% | -$129K | 0.1% | 147 |
|
|
2023
Q4 | $386K | Buy |
3,731
+1,438
| +63% | +$149K | 0.13% | 129 |
|
|
2023
Q3 | $209K | Buy |
+2,293
| New | +$209K | 0.08% | 204 |
|
|
2023
Q2 | – | Sell |
-1,358
| Closed | -$216K | – | 326 |
|
|
2023
Q1 | $216K | Buy |
+1,358
| New | +$216K | 0.08% | 212 |
|