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Grassi Investment Management’s Novo Nordisk NVO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Hold
4,570
0.03% 109
2025
Q1
$317K Buy
4,570
+2,070
+83% +$144K 0.03% 106
2024
Q4
$215K Buy
+2,500
New +$215K 0.02% 122
2024
Q3
Sell
-1,575
Closed -$225K 133
2024
Q2
$225K Buy
+1,575
New +$225K 0.02% 121