Castle Rock 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 |
-17,287
| Closed | -$2.04M | – | 255 |
|
|
2024
Q3 | $2.04M | Buy |
17,287
+264
| +2% | +$31.2K | 0.49% | 54 |
|
|
2024
Q2 | $2.48M | Buy |
17,023
+1,026
| +6% | +$149K | 0.62% | 35 |
|
|
2024
Q1 | $2.07M | Buy |
15,997
+4,781
| +43% | +$618K | 0.56% | 41 |
|
|
2023
Q4 | $1.19M | Buy |
11,216
+5,224
| +87% | +$553K | 0.36% | 75 |
|
|
2023
Q3 | $553K | Buy |
5,992
+794
| +15% | +$73.2K | 0.19% | 128 |
|
|
2023
Q2 | $416K | Buy |
+5,198
| New | +$416K | 0.14% | 138 |
|