KWA
Kingswood Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
4,203
-507
| -11% | -$35K | 0.02% | 583 |
|
|
2025
Q1 | $326K | Sell |
4,710
-4,112
| -47% | -$285K | 0.03% | 514 |
|
|
2024
Q4 | $759K | Sell |
8,822
-27,208
| -76% | -$2.34M | 0.06% | 331 |
|
|
2024
Q3 | $4.29M | Buy |
36,030
+7,473
| +26% | +$891K | 0.31% | 73 |
|
|
2024
Q2 | $4.08M | Buy |
28,557
+14,188
| +99% | +$2.03M | 0.37% | 57 |
|
|
2024
Q1 | $1.84M | Sell |
14,369
-9,361
| -39% | -$1.2M | 0.21% | 120 |
|
|
2023
Q4 | $2.45M | Sell |
23,730
-9,275
| -28% | -$959K | 0.28% | 76 |
|
|
2023
Q3 | $3M | Buy |
33,005
+25,840
| +361% | +$2.35M | 0.51% | 46 |
|
|
2023
Q2 | $1.16M | Buy |
+7,165
| New | +$1.16M | 0.37% | 67 |
|