Keebeck 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 |
-4,157
| Closed | -$495K | – | 292 |
|
|
2024
Q3 | $495K | Buy |
4,157
+21
| +0.5% | +$2.5K | 0.07% | 171 |
|
|
2024
Q2 | $590K | Hold |
4,136
| – | – | 0.09% | 158 |
|
|
2024
Q1 | $535K | Hold |
4,136
| – | – | 0.08% | 180 |
|
|
2023
Q4 | $428K | Buy |
+4,136
| New | +$428K | 0.07% | 195 |
|
|
2022
Q1 | – | Sell |
-5,380
| Closed | -$301K | – | 243 |
|
|
2021
Q4 | $301K | Buy |
+5,380
| New | +$301K | 0.05% | 185 |
|
|
2020
Q3 | – | Sell |
-1,380
| Closed | -$45K | – | 299 |
|
|
2020
Q2 | $45K | Buy |
+1,380
| New | +$45K | 0.01% | 229 |
|