Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,122
| Closed | -$134K | – | 377 |
|
|
2024
Q3 | $134K | Hold |
1,122
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $160K | Buy |
1,122
+545
| +94% | +$77.8K | 0.03% | 188 |
|
|
2024
Q1 | $74.1K | Buy |
577
+427
| +285% | +$54.8K | 0.01% | 235 |
|
|
2023
Q4 | $15.5K | Hold |
150
| – | – | ﹤0.01% | 284 |
|
|
2023
Q3 | $13.6K | Buy |
+150
| New | +$13.6K | ﹤0.01% | 284 |
|