Consilium Wealth Advisory’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
-4,480
Closed -$533K 92
2024
Q3
$533K Sell
4,480
-2,190
-33% -$261K 0.29% 54
2024
Q2
$952K Buy
+6,670
New +$952K 0.52% 38