Bogart Wealth LLC’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 | $59.2K | Sell |
857
-85
| -9% | -$5.87K | ﹤0.01% | 412 |
|
|
2025
Q1 | $65.4K | Buy |
942
+4
| +0.4% | +$278 | ﹤0.01% | 365 |
|
|
2024
Q4 | $80.7K | Sell |
938
-304
| -24% | -$26.2K | ﹤0.01% | 331 |
|
|
2024
Q3 | $148K | Buy |
1,242
+18
| +1% | +$2.14K | 0.01% | 251 |
|
|
2024
Q2 | $175K | Buy |
1,224
+210
| +21% | +$30K | 0.01% | 221 |
|
|
2024
Q1 | $130K | Buy |
1,014
+22
| +2% | +$2.83K | 0.01% | 241 |
|
|
2023
Q4 | $103K | Hold |
992
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $90.2K | Hold |
992
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $80.3K | Hold |
992
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $78.9K | Buy |
992
+512
| +107% | +$40.7K | 0.01% | 253 |
|
|
2022
Q4 | $32.5K | Buy |
480
+8
| +2% | +$541 | ﹤0.01% | 363 |
|
|
2022
Q3 | $24K | Hold |
472
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $26K | Hold |
472
| – | – | ﹤0.01% | 382 |
|
|
2022
Q1 | $26K | Hold |
472
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $26K | Buy |
472
+154
| +48% | +$8.48K | ﹤0.01% | 337 |
|
|
2021
Q3 | $15K | Hold |
318
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $13K | Hold |
318
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $11K | Buy |
+318
| New | +$11K | ﹤0.01% | 407 |
|