GWM
Gitterman Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
17,113
-1,985
| -10% | -$137K | 0.28% | 16 |
|
|
2025
Q1 | $1.33M | Buy |
19,098
+10
| +0.1% | +$694 | 0.35% | 16 |
|
|
2024
Q4 | $1.64M | Sell |
19,088
-78
| -0.4% | -$6.71K | 0.69% | 11 |
|
|
2024
Q3 | $2.28M | Buy |
19,166
+78
| +0.4% | +$9.29K | 0.95% | 9 |
|
|
2024
Q2 | $2.72M | Hold |
19,088
| – | – | 1.05% | 8 |
|
|
2024
Q1 | $2.45M | Sell |
19,088
-4,000
| -17% | -$514K | 0.95% | 8 |
|
|
2023
Q4 | $2.39M | Hold |
23,088
| – | – | 1.06% | 7 |
|
|
2023
Q3 | $2.1M | Buy |
23,088
+11,544
| +100% | +$1.05M | 1% | 7 |
|
|
2023
Q2 | $1.87M | Sell |
11,544
-123
| -1% | -$19.9K | 0.87% | 7 |
|
|
2023
Q1 | $1.86M | Sell |
11,667
-3,000
| -20% | -$477K | 0.88% | 7 |
|
|
2022
Q4 | $1.99M | Hold |
14,667
| – | – | 0.99% | 7 |
|
|
2022
Q3 | $1.46M | Sell |
14,667
-942
| -6% | -$93.9K | 1.51% | 7 |
|
|
2022
Q2 | $1.74M | Hold |
15,609
| – | – | 1.63% | 6 |
|
|
2022
Q1 | $1.73M | Sell |
15,609
-1,521
| -9% | -$169K | 1.39% | 7 |
|
|
2021
Q4 | $1.92M | Buy |
17,130
+99
| +0.6% | +$11.1K | 1.42% | 9 |
|
|
2021
Q3 | $1.64M | Sell |
17,031
-1,327
| -7% | -$127K | 1.31% | 12 |
|
|
2021
Q2 | $1.54M | Buy |
18,358
+1,228
| +7% | +$103K | 1.25% | 11 |
|
|
2021
Q1 | $1.16M | Buy |
+17,130
| New | +$1.16M | 0.74% | 14 |
|