M3 Advisory Group’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,984
Closed -$355K 157
2024
Q3
$355K Buy
2,984
+140
+5% +$16.7K 0.26% 86
2024
Q2
$406K Buy
2,844
+507
+22% +$72.4K 0.33% 74
2024
Q1
$300K Buy
2,337
+311
+15% +$39.9K 0.27% 89
2023
Q4
$210K Buy
+2,026
New +$210K 0.25% 93