HWA
HCR Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
17,913
+3,430
| +24% | +$237K | 0.15% | 91 |
|
|
2025
Q1 | $1.01M | Buy |
14,483
+2,763
| +24% | +$192K | 0.13% | 99 |
|
|
2024
Q4 | $1.01M | Sell |
11,720
-234
| -2% | -$20.1K | 0.13% | 100 |
|
|
2024
Q3 | $1.42M | Buy |
11,954
+3,227
| +37% | +$384K | 0.19% | 84 |
|
|
2024
Q2 | $1.25M | Buy |
8,727
+1,358
| +18% | +$194K | 0.18% | 82 |
|
|
2024
Q1 | $946K | Buy |
+7,369
| New | +$946K | 0.14% | 99 |
|