Caldwell Trust’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Sell |
13,677
-2,035
|
|
||||
|
2025
Q1 | $1.09M | Buy |
15,712
+188
|
|
||||
|
2024
Q4 | $1.34M | Buy |
15,524
+1,289
|
|
||||
|
2024
Q3 | $1.69M | Buy |
14,235
+6,816
|
|
||||
|
2024
Q2 | $1.06M | Buy |
7,419
+4,379
|
|
||||
|
2024
Q1 | $390K | Buy |
3,040
+2,940
|
|
||||
|
2023
Q4 | $10.3K | Buy |
+100
|
|