Heritage Wealth Management (Arizona)’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $962K | Sell |
6,742
-579
| -8% | -$82.7K | 0.53% | 42 |
|
|
2024
Q1 | $940K | Sell |
7,321
-269
| -4% | -$34.5K | 0.48% | 47 |
|
|
2023
Q4 | $785K | Buy |
+7,590
| New | +$785K | 0.43% | 54 |
|
|
2022
Q4 | $140K | Buy |
2,068
+1,020
| +97% | +$69K | 0.02% | 372 |
|
|
2022
Q3 | $52K | Sell |
1,048
-616
| -37% | -$30.6K | 0.02% | 393 |
|
|
2022
Q2 | $92.7K | Sell |
1,664
-38
| -2% | -$2.12K | 0.03% | 344 |
|
|
2022
Q1 | $95K | Buy |
+1,702
| New | +$95K | 0.03% | 374 |
|
|
2021
Q3 | $94K | Buy |
1,960
+40
| +2% | +$1.92K | 0.03% | 354 |
|
|
2021
Q2 | $80K | Buy |
1,920
+98
| +5% | +$4.08K | 0.03% | 377 |
|
|
2021
Q1 | $61K | Buy |
+1,822
| New | +$61K | 0.03% | 342 |
|