Journey Strategic Wealth’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 | $480K | Sell |
6,955
-2,451
| -26% | -$169K | 0.02% | 301 |
|
|
2025
Q1 | $653K | Buy |
9,406
+1,444
| +18% | +$100K | 0.02% | 189 |
|
|
2024
Q4 | $685K | Sell |
7,962
-1,862
| -19% | -$160K | 0.03% | 171 |
|
|
2024
Q3 | $1.17M | Buy |
9,824
+989
| +11% | +$118K | 0.04% | 113 |
|
|
2024
Q2 | $1.26M | Buy |
8,835
+2,043
| +30% | +$292K | 0.05% | 73 |
|
|
2024
Q1 | $872K | Buy |
6,792
+3,219
| +90% | +$413K | 0.04% | 86 |
|
|
2023
Q4 | $370K | Buy |
3,573
+1,267
| +55% | +$131K | 0.02% | 116 |
|
|
2023
Q3 | $210K | Buy |
+2,306
| New | +$210K | 0.01% | 166 |
|
|
2023
Q2 | – | Sell |
-3,208
| Closed | -$255K | – | 249 |
|
|
2023
Q1 | $255K | Sell |
3,208
-176
| -5% | -$14K | 0.03% | 188 |
|
|
2022
Q4 | $229K | Buy |
+3,384
| New | +$229K | 0.03% | 182 |
|