Beaird Harris 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 | $4.75K | Sell |
69
-31
| -31% | -$2.13K | ﹤0.01% | 426 |
|
|
2025
Q1 | $6.93K | Sell |
100
-61
| -38% | -$4.23K | ﹤0.01% | 363 |
|
|
2024
Q4 | $13.9K | Hold |
161
| – | – | ﹤0.01% | 334 |
|
|
2024
Q3 | $19.2K | Hold |
161
| – | – | ﹤0.01% | 298 |
|
|
2024
Q2 | $23K | Hold |
161
| – | – | ﹤0.01% | 289 |
|
|
2024
Q1 | $20.7K | Hold |
161
| – | – | ﹤0.01% | 276 |
|
|
2023
Q4 | $16.7K | Buy |
+161
| New | +$16.7K | ﹤0.01% | 282 |
|
|
2022
Q3 | – | Sell |
-218
| Closed | -$12K | – | 518 |
|
|
2022
Q2 | $12K | Hold |
218
| – | – | ﹤0.01% | 236 |
|
|
2022
Q1 | $12K | Hold |
218
| – | – | ﹤0.01% | 307 |
|
|
2021
Q4 | $12K | Buy |
+218
| New | +$12K | ﹤0.01% | 383 |
|