MGB 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 |
-2,500
| Closed | -$215K | – | 305 |
|
|
2024
Q4 | $215K | Hold |
2,500
| – | – | 0.07% | 187 |
|
|
2024
Q3 | $298K | Sell |
2,500
-174
| -7% | -$20.7K | 0.11% | 150 |
|
|
2024
Q2 | $380K | Hold |
2,674
| – | – | 0.14% | 136 |
|
|
2024
Q1 | $343K | Buy |
2,674
+500
| +23% | +$64.2K | 0.14% | 146 |
|
|
2023
Q4 | $225K | Buy |
+2,174
| New | +$225K | 0.11% | 166 |
|