CWA
Carolina Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
14,344
+4,310
| +43% | +$297K | 0.49% | 43 |
|
|
2025
Q1 | $697K | Buy |
10,034
+8,378
| +506% | +$582K | 0.38% | 44 |
|
|
2024
Q4 | $142K | Buy |
1,656
+1,251
| +309% | +$108K | 0.08% | 73 |
|
|
2024
Q3 | $48.2K | Buy |
+405
| New | +$48.2K | 0.02% | 116 |
|
|
2022
Q1 | – | Sell |
-45,739
| Closed | -$5.12M | – | 295 |
|
|
2021
Q4 | $5.12M | Buy |
45,739
+2,374
| +5% | +$266K | 2.89% | 14 |
|
|
2021
Q3 | $4.16M | Buy |
43,365
+1,105
| +3% | +$106K | 2.76% | 16 |
|
|
2021
Q2 | $3.54M | Buy |
42,260
+1,627
| +4% | +$136K | 2.39% | 18 |
|
|
2021
Q1 | $2.74M | Buy |
40,633
+1,610
| +4% | +$109K | 2% | 26 |
|
|
2020
Q4 | $2.73M | Sell |
39,023
-3,687
| -9% | -$258K | 2.19% | 19 |
|
|
2020
Q3 | $2.97M | Sell |
42,710
-231
| -0.5% | -$16K | 2.6% | 15 |
|
|
2020
Q2 | $2.81M | Buy |
42,941
+314
| +0.7% | +$20.6K | 2.72% | 15 |
|
|
2020
Q1 | $2.57M | Buy |
42,627
+204
| +0.5% | +$12.3K | 2.97% | 16 |
|
|
2019
Q4 | $2.46M | Buy |
+42,423
| New | +$2.46M | 2.33% | 20 |
|