Forza 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
Q2 | $826K | Sell |
11,966
-400
| -3% | -$27.6K | 0.34% | 78 |
|
|
2025
Q1 | $859K | Sell |
12,366
-300
| -2% | -$20.8K | 0.39% | 68 |
|
|
2024
Q4 | $1.09M | Sell |
12,666
-260
| -2% | -$22.4K | 0.5% | 50 |
|
|
2024
Q3 | $1.54M | Hold |
12,926
| – | – | 0.7% | 40 |
|
|
2024
Q2 | $1.85M | Sell |
12,926
-750
| -5% | -$107K | 0.95% | 31 |
|
|
2024
Q1 | $1.76M | Hold |
13,676
| – | – | 0.91% | 30 |
|
|
2023
Q4 | $1.41M | Sell |
13,676
-7,900
| -37% | -$817K | 0.78% | 38 |
|
|
2023
Q3 | $1.96M | Sell |
21,576
-200
| -0.9% | -$18.2K | 1.01% | 26 |
|
|
2023
Q2 | $1.76M | Buy |
21,776
+400
| +2% | +$32.4K | 0.89% | 27 |
|
|
2023
Q1 | $1.7M | Buy |
21,376
+15,006
| +236% | +$1.19M | 0.88% | 26 |
|
|
2022
Q4 | $431K | Buy |
+6,370
| New | +$431K | 0.29% | 94 |
|