Mark Sheptoff Financial Planning’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3K | Buy |
135
+22
| +19% | +$1.52K | 0.01% | 344 |
|
|
2025
Q1 | $7.83K | Buy |
113
+100
| +769% | +$6.93K | ﹤0.01% | 339 |
|
|
2024
Q4 | $1.1K | Hold |
13
| – | – | ﹤0.01% | 404 |
|
|
2024
Q3 | $1.52K | Hold |
13
| – | – | ﹤0.01% | 400 |
|
|
2024
Q2 | $1.82K | Sell |
13
-300
| -96% | -$42.1K | ﹤0.01% | 392 |
|
|
2024
Q1 | $40.2K | Buy |
313
+300
| +2,308% | +$38.5K | 0.02% | 186 |
|
|
2023
Q4 | $1.32K | Hold |
13
| – | – | ﹤0.01% | 365 |
|
|
2023
Q3 | $1.16K | Buy |
+13
| New | +$1.16K | ﹤0.01% | 350 |
|
|
2018
Q4 | – | Sell |
-3,600
| Closed | -$85K | – | 350 |
|
|
2018
Q3 | $85K | Hold |
3,600
| – | – | 0.06% | 136 |
|
|
2018
Q2 | $83K | Buy |
+3,600
| New | +$83K | 0.06% | 132 |
|
|
2016
Q3 | – | Sell |
-334
| Closed | -$9K | – | 366 |
|
|
2016
Q2 | $9K | Hold |
334
| – | – | 0.01% | 252 |
|
|
2016
Q1 | $9K | Hold |
334
| – | – | 0.01% | 252 |
|
|
2015
Q4 | $10K | Buy |
334
+200
| +149% | +$5.99K | 0.01% | 276 |
|
|
2015
Q3 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 305 |
|