Dynasty 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
2025
Q1
Sell
-10,546
Closed -$907K 262
2024
Q4
$907K Sell
10,546
-1,214
-10% -$104K 0.02% 154
2024
Q3
$1.4M Sell
11,760
-490
-4% -$58.3K 0.04% 102
2024
Q2
$1.75M Buy
12,250
+1,010
+9% +$144K 0.05% 86
2024
Q1
$1.44M Buy
+11,240
New +$1.44M 0.05% 91