Lyell 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 |
-2,754
| Closed | -$237K | – | 208 |
|
|
2024
Q4 | $237K | Hold |
2,754
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $328K | Hold |
2,754
| – | – | 0.03% | 174 |
|
|
2024
Q2 | $393K | Hold |
2,754
| – | – | 0.04% | 149 |
|
|
2024
Q1 | $354K | Hold |
2,754
| – | – | 0.04% | 160 |
|
|
2023
Q4 | $285K | Buy |
2,754
+200
| +8% | +$20.7K | 0.03% | 165 |
|
|
2023
Q3 | $232K | Hold |
2,554
| – | – | 0.03% | 166 |
|
|
2023
Q2 | $207K | Hold |
2,554
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $203K | Buy |
+2,554
| New | +$203K | 0.03% | 195 |
|