JPL 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 |
-3,475
| Closed | -$299K | – | 116 |
|
|
2024
Q4 | $299K | Buy |
+3,475
| New | +$299K | 0.09% | 107 |
|
|
2024
Q2 | $710K | Sell |
4,972
-28
| -0.6% | -$4K | 0.35% | 70 |
|
|
2024
Q1 | $642K | Buy |
5,000
+1,405
| +39% | +$180K | 0.35% | 73 |
|
|
2023
Q4 | $372K | Buy |
+3,595
| New | +$372K | 0.27% | 84 |
|