Forvis Mazars Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,394
| Closed | -$307K | – | 409 |
|
|
2024
Q1 | $307K | Buy |
+2,394
| New | +$307K | 0.01% | 345 |
|
|
2023
Q3 | – | Sell |
-2,626
| Closed | -$212K | – | 402 |
|
|
2023
Q2 | $212K | Buy |
+2,626
| New | +$212K | 0.01% | 395 |
|
|
2016
Q1 | – | Sell |
-6,898
| Closed | -$200K | – | 198 |
|
|
2015
Q4 | $200K | Buy |
+6,898
| New | +$200K | 0.03% | 185 |
|