Fermata Advisors’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 |
-5,898
| Closed | -$410K | – | 262 |
|
|
2025
Q1 | $410K | Buy |
+5,898
| New | +$410K | 0.07% | 182 |
|
|
2024
Q4 | – | Sell |
-3,847
| Closed | -$458K | – | 280 |
|
|
2024
Q3 | $458K | Buy |
3,847
+152
| +4% | +$18.1K | 0.09% | 131 |
|
|
2024
Q2 | $527K | Buy |
3,695
+1,361
| +58% | +$194K | 0.12% | 107 |
|
|
2024
Q1 | $300K | Buy |
+2,334
| New | +$300K | 0.07% | 163 |
|