Kiley Juergens 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 |
-11,930
| Closed | -$1.03M | – | 74 |
|
|
2024
Q4 | $1.03M | Sell |
11,930
-7,594
| -39% | -$653K | 0.26% | 51 |
|
|
2024
Q3 | $2.32M | Sell |
19,524
-1,084
| -5% | -$129K | 0.6% | 35 |
|
|
2024
Q2 | $2.94M | Buy |
20,608
+4,049
| +24% | +$578K | 0.82% | 28 |
|
|
2024
Q1 | $2.13M | Buy |
+16,559
| New | +$2.13M | 0.66% | 32 |
|
|
2018
Q4 | – | Sell |
-930
| Closed | -$21K | – | 442 |
|
|
2018
Q3 | $21K | Hold |
930
| – | – | 0.02% | 355 |
|
|
2018
Q2 | $21K | Buy |
+930
| New | +$21K | 0.02% | 320 |
|
|
2018
Q1 | – | Sell |
-650
| Closed | -$17K | – | 426 |
|
|
2017
Q4 | $17K | Buy |
+650
| New | +$17K | 0.02% | 372 |
|