DWM
Diversify Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
23,707
+1,917
| +9% | +$95.4K | 0.07% | 250 |
|
|
2025
Q1 | $1.42M | Sell |
21,790
-2,903
| -12% | -$189K | 0.11% | 201 |
|
|
2024
Q4 | $2.13M | Sell |
24,693
-11,099
| -31% | -$957K | 0.17% | 150 |
|
|
2024
Q3 | $4.14M | Buy |
35,792
+1,183
| +3% | +$137K | 0.4% | 66 |
|
|
2024
Q2 | $4.36M | Buy |
+34,609
| New | +$4.36M | 0.54% | 42 |
|