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Capital Planning Advisors’s Novo Nordisk NVO Stock Holding History

Capital Planning Advisors’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,172
Closed -$259K – 145
2024
Q3 		$259K Hold
2,172
– – 0.04% 124
2024
Q2 		$310K Hold
2,172
– – 0.05% 112
2024
Q1 		$279K Buy
+2,172
New +$279K 0.05% 122