FSM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
4,973
-698
| -12% | -$48.4K | 0.06% | 200 |
|
|
2025
Q1 | $394K | Buy |
5,671
+277
| +5% | +$19.2K | 0.09% | 133 |
|
|
2024
Q4 | $448K | Buy |
5,394
+195
| +4% | +$16.2K | 0.11% | 103 |
|
|
2024
Q3 | $619K | Buy |
5,199
+121
| +2% | +$14.4K | 0.16% | 83 |
|
|
2024
Q2 | $725K | Sell |
5,078
-548
| -10% | -$78.2K | 0.24% | 69 |
|
|
2024
Q1 | $722K | Sell |
5,626
-241
| -4% | -$30.9K | 0.26% | 67 |
|
|
2023
Q4 | $607K | Sell |
5,867
-640
| -10% | -$66.2K | 0.26% | 68 |
|
|
2023
Q3 | $592K | Buy |
6,507
+227
| +4% | +$20.6K | 0.3% | 69 |
|
|
2023
Q2 | $478K | Buy |
6,280
+1,756
| +39% | +$134K | 0.24% | 85 |
|
|
2023
Q1 | $360K | Buy |
4,524
+770
| +21% | +$61.3K | 0.21% | 99 |
|
|
2022
Q4 | $254K | Buy |
+3,754
| New | +$254K | 0.18% | 118 |
|