Guardian Wealth Management’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 | – | Sell |
-800
| Closed | -$55.6K | – | 154 |
|
|
2025
Q1 | $55.6K | Sell |
800
-250
| -24% | -$17.4K | 0.04% | 101 |
|
|
2024
Q4 | $90.3K | Hold |
1,050
| – | – | 0.06% | 92 |
|
|
2024
Q3 | $125K | Hold |
1,050
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $150K | Hold |
1,050
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $135K | Hold |
1,050
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $109K | Hold |
1,050
| – | – | 0.09% | 83 |
|
|
2023
Q3 | $95.5K | Hold |
1,050
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $85K | Hold |
1,050
| – | – | 0.08% | 90 |
|
|
2023
Q1 | $83.5K | Hold |
1,050
| – | – | 0.08% | 90 |
|
|
2022
Q4 | $71.1K | Hold |
1,050
| – | – | 0.07% | 102 |
|
|
2022
Q3 | $52K | Sell |
1,050
-250
| -19% | -$12.4K | 0.06% | 102 |
|
|
2022
Q2 | $72K | Sell |
1,300
-170
| -12% | -$9.42K | 0.08% | 95 |
|
|
2022
Q1 | $82K | Hold |
1,470
| – | – | 0.08% | 101 |
|
|
2021
Q4 | $82K | Buy |
+1,470
| New | +$82K | 0.08% | 94 |
|