Iams 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 | $2.53M | Sell |
36,661
-279
| -0.8% | -$19.3K | 1.16% | 21 |
|
|
2025
Q1 | $2.57M | Buy |
36,940
+13,168
| +55% | +$914K | 1.17% | 21 |
|
|
2024
Q4 | $2.04M | Buy |
23,772
+6,769
| +40% | +$582K | 0.93% | 32 |
|
|
2024
Q3 | $2.02M | Buy |
17,003
+1,144
| +7% | +$136K | 0.99% | 29 |
|
|
2024
Q2 | $2.26M | Sell |
15,859
-335
| -2% | -$47.8K | 1.24% | 17 |
|
|
2024
Q1 | $1.97M | Sell |
16,194
-2,430
| -13% | -$295K | 1.2% | 19 |
|
|
2023
Q4 | $1.93M | Sell |
18,624
-2,184
| -10% | -$226K | 1.25% | 17 |
|
|
2023
Q3 | $1.89M | Buy |
+20,808
| New | +$1.89M | 1.31% | 18 |
|
|
2023
Q2 | – | Sell |
-17,902
| Closed | -$1.41M | – | 103 |
|
|
2023
Q1 | $1.41M | Buy |
17,902
+2,244
| +14% | +$177K | 1.17% | 17 |
|
|
2022
Q4 | $1.06M | Buy |
+15,658
| New | +$1.06M | 1.08% | 19 |
|