Brandywine Oak Private Wealth’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,828
Closed -$380K 312
2022
Q2
$380K Buy
6,828
+268
+4% +$14.9K 0.05% 205
2022
Q1
$363K Sell
6,560
-628
-9% -$34.8K 0.04% 230
2021
Q4
$402K Sell
7,188
-1,054
-13% -$58.9K 0.04% 218
2021
Q3
$387K Sell
8,242
-466
-5% -$21.9K 0.04% 216
2021
Q2
$364K Sell
8,708
-924
-10% -$38.6K 0.04% 224
2021
Q1
$324K Sell
9,632
-296
-3% -$9.96K 0.05% 189
2020
Q4
$346K Sell
9,928
-1,764
-15% -$61.5K 0.05% 176
2020
Q3
$405K Sell
11,692
-284
-2% -$9.84K 0.07% 159
2020
Q2
$392K Buy
11,976
+2,492
+26% +$81.6K 0.07% 157
2020
Q1
$285K Sell
9,484
-990
-9% -$29.8K 0.06% 165
2019
Q4
$303K Sell
10,474
-274
-3% -$7.93K 0.06% 180
2019
Q3
$277K Buy
10,748
+276
+3% +$7.11K 0.05% 177
2019
Q2
$267K Sell
10,472
-146
-1% -$3.72K 0.05% 181
2019
Q1
$277K Sell
10,618
-1,288
-11% -$33.6K 0.06% 174
2018
Q4
$274K Buy
+11,906
New +$274K 0.06% 157