Concord Wealth Partners’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$1.35K | – | 893 |
|
|
2025
Q1 | $1.35K | Sell |
19
-61
| -76% | -$4.34K | ﹤0.01% | 711 |
|
|
2024
Q4 | $6.92K | Hold |
80
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $9.58K | Buy |
80
+61
| +321% | +$7.31K | ﹤0.01% | 561 |
|
|
2024
Q2 | $2.78K | Buy |
+19
| New | +$2.78K | ﹤0.01% | 635 |
|
|
2024
Q1 | – | Sell |
-338
| Closed | -$35K | – | 889 |
|
|
2023
Q4 | $35K | Sell |
338
-88
| -21% | -$9.1K | 0.01% | 407 |
|
|
2023
Q3 | $38.7K | Buy |
426
+88
| +26% | +$8K | 0.01% | 412 |
|
|
2023
Q2 | $27.3K | Hold |
338
| – | – | 0.01% | 457 |
|
|
2023
Q1 | $26.9K | Hold |
338
| – | – | 0.01% | 444 |
|
|
2022
Q4 | $22.9K | Buy |
+338
| New | +$22.9K | 0.01% | 501 |
|
|
2022
Q3 | – | Sell |
-410
| Closed | -$23K | – | 796 |
|
|
2022
Q2 | $23K | Sell |
410
-372
| -48% | -$20.9K | 0.01% | 516 |
|
|
2022
Q1 | $43K | Sell |
782
-8
| -1% | -$440 | 0.01% | 469 |
|
|
2021
Q4 | $44K | Buy |
790
+746
| +1,695% | +$41.5K | 0.01% | 473 |
|
|
2021
Q3 | $2K | Sell |
44
-262
| -86% | -$11.9K | ﹤0.01% | 768 |
|
|
2021
Q2 | $13K | Buy |
+306
| New | +$13K | ﹤0.01% | 580 |
|