BWM
BNC Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
6,806
| – | – | 0.14% | 63 |
|
|
2025
Q1 | $473K | Hold |
6,806
| – | – | 0.17% | 66 |
|
|
2024
Q4 | $585K | Sell |
6,806
-149
| -2% | -$12.8K | 0.19% | 64 |
|
|
2024
Q3 | $828K | Hold |
6,955
| – | – | 0.31% | 53 |
|
|
2024
Q2 | $993K | Buy |
6,955
+37
| +0.5% | +$5.28K | 0.37% | 52 |
|
|
2024
Q1 | $888K | Hold |
6,918
| – | – | 0.38% | 51 |
|
|
2023
Q4 | $716K | Hold |
6,918
| – | – | 0.34% | 58 |
|
|
2023
Q3 | $629K | Buy |
6,918
+3,459
| +100% | +$315K | 0.34% | 61 |
|
|
2023
Q2 | $560K | Hold |
3,459
| – | – | 0.3% | 63 |
|
|
2023
Q1 | $550K | Hold |
3,459
| – | – | 0.31% | 65 |
|
|
2022
Q4 | $468K | Hold |
3,459
| – | – | 0.28% | 70 |
|
|
2022
Q3 | $345K | Hold |
3,459
| – | – | 0.21% | 80 |
|
|
2022
Q2 | $385K | Hold |
3,459
| – | – | 0.2% | 82 |
|
|
2022
Q1 | $384K | Buy |
3,459
+54
| +2% | +$6K | 0.19% | 79 |
|
|
2021
Q4 | $381K | Hold |
3,405
| – | – | 0.18% | 79 |
|
|
2021
Q3 | $327K | Hold |
3,405
| – | – | 0.19% | 70 |
|
|
2021
Q2 | $285K | Hold |
3,405
| – | – | 0.17% | 72 |
|
|
2021
Q1 | $230K | Hold |
3,405
| – | – | 0.16% | 75 |
|
|
2020
Q4 | $238K | Hold |
3,405
| – | – | 0.15% | 84 |
|
|
2020
Q3 | $236K | Buy |
+3,405
| New | +$236K | 0.17% | 75 |
|