M Holdings Securities’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
345
2023
Q1
Sell
-4,370
Closed -$296K 427
2022
Q4
$296K Sell
4,370
-200
-4% -$13.5K 0.03% 340
2022
Q3
$228K Sell
4,570
-330
-7% -$16.5K 0.03% 375
2022
Q2
$273K Sell
4,900
-92
-2% -$5.13K 0.03% 360
2022
Q1
$277K Buy
+4,992
New +$277K 0.02% 411
2014
Q4
Sell
-3,000
Closed -$71K 349
2014
Q3
$71K Buy
+3,000
New +$71K 0.04% 340