Intrepid Financial Planning Group’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,608
| Closed | -$654K | – | 122 |
|
|
2024
Q4 | $654K | Sell |
7,608
-4,180
| -35% | -$360K | 0.28% | 60 |
|
|
2024
Q3 | $1.4M | Sell |
11,788
-1,660
| -12% | -$198K | 0.6% | 40 |
|
|
2024
Q2 | $1.92M | Sell |
13,448
-460
| -3% | -$65.7K | 0.82% | 31 |
|
|
2024
Q1 | $1.79M | Hold |
13,908
| – | – | 0.77% | 35 |
|
|
2023
Q4 | $1.44M | Buy |
13,908
+1,050
| +8% | +$109K | 0.69% | 37 |
|
|
2023
Q3 | $1.17M | Buy |
12,858
+978
| +8% | +$88.9K | 0.61% | 38 |
|
|
2023
Q2 | $961K | Buy |
11,880
+7,180
| +153% | +$581K | 0.46% | 43 |
|
|
2023
Q1 | $374K | Buy |
+4,700
| New | +$374K | 0.19% | 76 |
|