Capital Advisors Wealth Management’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,037
Closed -$1.31M 181
2024
Q3
$1.31M Buy
11,037
+41
+0.4% +$4.88K 0.24% 54
2024
Q2
$1.57M Buy
10,996
+1,305
+13% +$186K 0.31% 47
2024
Q1
$1.24M Buy
9,691
+720
+8% +$92.4K 0.26% 51
2023
Q4
$928K Buy
+8,971
New +$928K 0.21% 61