BFWM
Bright Futures Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $505K | Sell |
8,652
-703
| -8% | -$41K | 0.55% | 57 |
|
|
2024
Q4 | $786K | Sell |
9,355
-1,133
| -11% | -$95.2K | 0.7% | 49 |
|
|
2024
Q3 | $1.19M | Sell |
10,488
-5,154
| -33% | -$584K | 0.57% | 50 |
|
|
2024
Q2 | $1.99M | Buy |
15,642
+355
| +2% | +$45.3K | 1.08% | 23 |
|
|
2024
Q1 | $2.21M | Buy |
+15,287
| New | +$2.21M | 1.19% | 22 |
|