BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $109K | Hold |
1,344
| – | – | 0.01% | 282 |
|
|
2023
Q1 | $107K | Hold |
1,344
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $90.9K | Hold |
1,344
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $67K | Hold |
1,344
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $75K | Hold |
1,344
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $75K | Hold |
1,344
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $75K | Hold |
1,344
| – | – | 0.01% | 367 |
|
|
2021
Q3 | $65K | Buy |
1,344
+344
| +34% | +$16.6K | 0.01% | 367 |
|
|
2021
Q2 | $42K | Hold |
1,000
| – | – | 0.01% | 416 |
|
|
2021
Q1 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $35K | Sell |
1,000
-674
| -40% | -$23.6K | 0.01% | 370 |
|
|
2020
Q2 | $55K | Buy |
1,674
+510
| +44% | +$16.8K | 0.01% | 343 |
|
|
2020
Q1 | $35K | Hold |
1,164
| – | – | 0.01% | 362 |
|
|
2019
Q4 | $34K | Hold |
1,164
| – | – | 0.01% | 387 |
|
|
2019
Q3 | $30K | Sell |
1,164
-500
| -30% | -$12.9K | 0.01% | 387 |
|
|
2019
Q2 | $42K | Hold |
1,664
| – | – | 0.01% | 348 |
|
|
2019
Q1 | $44K | Hold |
1,664
| – | – | 0.01% | 357 |
|
|
2018
Q4 | $38K | Buy |
1,664
+164
| +11% | +$3.75K | 0.01% | 331 |
|
|
2018
Q3 | $35K | Hold |
1,500
| – | – | 0.01% | 359 |
|
|
2018
Q2 | $35K | Buy |
+1,500
| New | +$35K | 0.01% | 360 |
|