KFG 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
Q2 | $536K | Buy |
7,767
+1,245
| +19% | +$85.9K | 0.09% | 122 |
|
2025
Q1 | $453K | Buy |
6,522
+1,701
| +35% | +$118K | 0.08% | 122 |
|
2024
Q4 | $415K | Buy |
4,821
+626
| +15% | +$53.9K | 0.08% | 119 |
|
2024
Q3 | $500K | Sell |
4,195
-68
| -2% | -$8.1K | 0.11% | 114 |
|
2024
Q2 | $608K | Buy |
4,263
+51
| +1% | +$7.28K | 0.24% | 79 |
|
2024
Q1 | $541K | Sell |
4,212
-642
| -13% | -$82.4K | 0.22% | 80 |
|
2023
Q4 | $502K | Sell |
4,854
-321
| -6% | -$33.2K | 0.23% | 76 |
|
2023
Q3 | $471K | Buy |
5,175
+657
| +15% | +$59.7K | 0.26% | 73 |
|
2023
Q2 | $366K | Buy |
4,518
+1,868
| +70% | +$151K | 0.21% | 78 |
|
2023
Q1 | $222K | Buy |
+2,650
| New | +$222K | 0.15% | 85 |
|