FirstPurpose Wealth’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.49M | Sell |
11,941
-274
| -2% | -$34.2K | 0.54% | 27 |
|
|
2023
Q4 | $1.26M | Buy |
12,215
+367
| +3% | +$38K | 0.48% | 36 |
|
|
2023
Q3 | $1.08M | Buy |
11,848
+3,278
| +38% | +$298K | 0.47% | 36 |
|
|
2023
Q2 | $693K | Buy |
8,570
+238
| +3% | +$19.3K | 0.3% | 58 |
|
|
2023
Q1 | $663K | Sell |
8,332
-1,064
| -11% | -$84.7K | 0.33% | 59 |
|
|
2022
Q4 | $636K | Buy |
9,396
+332
| +4% | +$22.5K | 0.36% | 52 |
|
|
2022
Q3 | $452K | Buy |
9,064
+1,182
| +15% | +$58.9K | 0.3% | 62 |
|
|
2022
Q2 | $439K | Buy |
7,882
+314
| +4% | +$17.5K | 0.3% | 60 |
|
|
2022
Q1 | $420K | Buy |
7,568
+320
| +4% | +$17.8K | 0.33% | 66 |
|
|
2021
Q4 | $406K | Buy |
+7,248
| New | +$406K | 0.26% | 70 |
|