GoalVest Advisory’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 | $128K | Buy |
1,851
+14
| +0.8% | +$966 | 0.03% | 153 |
|
|
2025
Q1 | $128K | Sell |
1,837
-250
| -12% | -$17.4K | 0.04% | 138 |
|
|
2024
Q4 | $180K | Hold |
2,087
| – | – | 0.05% | 120 |
|
|
2024
Q3 | $248K | Hold |
2,087
| – | – | 0.07% | 96 |
|
|
2024
Q2 | $298K | Buy |
2,087
+1,960
| +1,543% | +$280K | 0.1% | 86 |
|
|
2024
Q1 | $16.3K | Buy |
+127
| New | +$16.3K | 0.01% | 282 |
|
|
2021
Q1 | – | Sell |
-14,104
| Closed | -$493K | – | 214 |
|
|
2020
Q4 | $493K | Buy |
+14,104
| New | +$493K | 0.41% | 72 |
|