HNWAG
High Net Worth Advisory Group’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,384
| Closed | -$205K | – | 219 |
|
|
2024
Q4 | $205K | Sell |
2,384
-2,332
| -49% | -$201K | 0.06% | 212 |
|
|
2024
Q3 | $562K | Hold |
4,716
| – | – | 0.15% | 118 |
|
|
2024
Q2 | $673K | Hold |
4,716
| – | – | 0.2% | 100 |
|
|
2024
Q1 | $606K | Buy |
4,716
+332
| +8% | +$42.6K | 0.19% | 107 |
|
|
2023
Q4 | $454K | Hold |
4,384
| – | – | 0.17% | 118 |
|
|
2023
Q3 | $399K | Buy |
4,384
+2,192
| +100% | +$199K | 0.16% | 121 |
|
|
2023
Q2 | $355K | Hold |
2,192
| – | – | 0.14% | 130 |
|
|
2023
Q1 | $349K | Sell |
2,192
-2,499
| -53% | -$398K | 0.14% | 133 |
|
|
2022
Q4 | $635K | Sell |
4,691
-849
| -15% | -$115K | 0.25% | 95 |
|
|
2022
Q3 | $552K | Buy |
5,540
+3,500
| +172% | +$349K | 0.24% | 94 |
|
|
2022
Q2 | $227K | Sell |
2,040
-200
| -9% | -$22.3K | 0.09% | 173 |
|
|
2022
Q1 | $249K | Buy |
2,240
+192
| +9% | +$21.3K | 0.09% | 161 |
|
|
2021
Q4 | $229K | Buy |
+2,048
| New | +$229K | 0.08% | 177 |
|