KMWM
Keudell/Morrison Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
10,234
+2,472
| +32% | +$171K | 0.16% | 89 |
|
|
2025
Q1 | $539K | Sell |
7,762
-786
| -9% | -$54.6K | 0.13% | 104 |
|
|
2024
Q4 | $735K | Buy |
8,548
+378
| +5% | +$32.5K | 0.19% | 83 |
|
|
2024
Q3 | $973K | Buy |
8,170
+451
| +6% | +$53.7K | 0.26% | 65 |
|
|
2024
Q2 | $1.1M | Sell |
7,719
-10
| -0.1% | -$1.43K | 0.32% | 59 |
|
|
2024
Q1 | $992K | Sell |
7,729
-55
| -0.7% | -$7.06K | 0.3% | 64 |
|
|
2023
Q4 | $805K | Buy |
7,784
+21
| +0.3% | +$2.17K | 0.27% | 76 |
|
|
2023
Q3 | $706K | Buy |
7,763
+5,757
| +287% | +$524K | 0.22% | 75 |
|
|
2023
Q2 | $325K | Buy |
2,006
+549
| +38% | +$88.8K | 0.09% | 136 |
|
|
2023
Q1 | $232K | Buy |
+1,457
| New | +$232K | 0.07% | 170 |
|