JGP 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
Q1 | – | Sell |
-2,648
| Closed | -$228K | – | 191 |
|
|
2024
Q4 | $228K | Sell |
2,648
-157
| -6% | -$13.5K | 0.03% | 171 |
|
|
2024
Q3 | $334K | Buy |
2,805
+439
| +19% | +$52.3K | 0.04% | 145 |
|
|
2024
Q2 | $338K | Sell |
2,366
-23
| -1% | -$3.28K | 0.05% | 139 |
|
|
2024
Q1 | $307K | Buy |
2,389
+429
| +22% | +$55.1K | 0.04% | 141 |
|
|
2023
Q4 | $203K | Buy |
+1,960
| New | +$203K | 0.03% | 163 |
|