Liberty 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
Q2 | – | Sell |
-1,797
| Closed | -$231K | – | 241 |
|
|
2024
Q1 | $231K | Buy |
+1,797
| New | +$231K | 0.05% | 169 |
|
|
2021
Q4 | – | Sell |
-1,182
| Closed | -$62K | – | 791 |
|
|
2021
Q3 | $62K | Buy |
1,182
+1,006
| +572% | +$52.8K | 0.02% | 378 |
|
|
2021
Q2 | $7K | Sell |
176
-52
| -23% | -$2.07K | ﹤0.01% | 729 |
|
|
2021
Q1 | $8K | Hold |
228
| – | – | ﹤0.01% | 639 |
|
|
2020
Q4 | $8K | Buy |
228
+150
| +192% | +$5.26K | ﹤0.01% | 633 |
|
|
2020
Q3 | $3K | Sell |
78
-18
| -19% | -$692 | ﹤0.01% | 717 |
|
|
2020
Q2 | $3K | Sell |
96
-4
| -4% | -$125 | ﹤0.01% | 701 |
|
|
2020
Q1 | $3K | Buy |
100
+22
| +28% | +$660 | ﹤0.01% | 685 |
|
|
2019
Q4 | $2K | Sell |
78
-386
| -83% | -$9.9K | ﹤0.01% | 779 |
|
|
2019
Q3 | $12K | Buy |
464
+70
| +18% | +$1.81K | 0.01% | 487 |
|
|
2019
Q2 | $10K | Sell |
394
-508
| -56% | -$12.9K | 0.01% | 528 |
|
|
2019
Q1 | $23K | Hold |
902
| – | – | 0.02% | 327 |
|
|
2018
Q4 | $20K | Buy |
+902
| New | +$20K | 0.01% | 328 |
|