FWM
Focused Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,090
| Closed | -$423K | – | 196 |
|
|
2025
Q1 | $423K | Buy |
6,090
+1,727
| +40% | +$120K | 0.06% | 97 |
|
|
2024
Q4 | $375K | Sell |
4,363
-973
| -18% | -$83.7K | 0.05% | 102 |
|
|
2024
Q3 | $635K | Sell |
5,336
-30
| -0.6% | -$3.57K | 0.08% | 79 |
|
|
2024
Q2 | $766K | Buy |
5,366
+388
| +8% | +$55.4K | 0.11% | 66 |
|
|
2024
Q1 | $639K | Buy |
4,978
+4,960
| +27,556% | +$637K | 0.1% | 71 |
|
|
2023
Q4 | $1.87K | Hold |
18
| – | – | ﹤0.01% | 759 |
|
|
2023
Q3 | $1.64K | Buy |
18
+9
| +100% | +$820 | ﹤0.01% | 768 |
|
|
2023
Q2 | $1.46K | Buy |
+9
| New | +$1.46K | ﹤0.01% | 790 |
|