GWA
Gratus Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,922
| Closed | -$272K | – | 136 |
|
|
2025
Q1 | $272K | Buy |
3,922
+269
| +7% | +$18.7K | 0.04% | 111 |
|
|
2024
Q4 | $314K | Sell |
3,653
-40
| -1% | -$3.44K | 0.05% | 108 |
|
|
2024
Q3 | $435K | Buy |
3,693
+1,508
| +69% | +$178K | 0.07% | 98 |
|
|
2024
Q2 | $287K | Buy |
2,185
+466
| +27% | +$61.3K | 0.05% | 110 |
|
|
2024
Q1 | $211K | Buy |
+1,719
| New | +$211K | 0.04% | 131 |
|