CWP
Cyndeo Wealth Partners’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
3,656
-143
| -4% | -$9.87K | 0.02% | 418 |
|
|
2025
Q1 | $264K | Buy |
3,799
+109
| +3% | +$7.57K | 0.02% | 390 |
|
|
2024
Q4 | $317K | Buy |
3,690
+19
| +0.5% | +$1.63K | 0.02% | 360 |
|
|
2024
Q3 | $437K | Buy |
3,671
+418
| +13% | +$49.8K | 0.03% | 316 |
|
|
2024
Q2 | $464K | Sell |
3,253
-452
| -12% | -$64.5K | 0.04% | 290 |
|
|
2024
Q1 | $476K | Buy |
3,705
+19
| +0.5% | +$2.44K | 0.04% | 266 |
|
|
2023
Q4 | $381K | Buy |
3,686
+21
| +0.6% | +$2.17K | 0.04% | 282 |
|
|
2023
Q3 | $333K | Buy |
3,665
+1,867
| +104% | +$170K | 0.03% | 260 |
|
|
2023
Q2 | $291K | Sell |
1,798
-23
| -1% | -$3.72K | 0.03% | 274 |
|
|
2023
Q1 | $290K | Hold |
1,821
| – | – | 0.03% | 269 |
|
|
2022
Q4 | $246K | Buy |
+1,821
| New | +$246K | 0.03% | 274 |
|