MRWM
ML&R Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $630K | Sell |
4,904
-24
| -0.5% | -$3.08K | 0.14% | 35 |
|
|
2023
Q4 | $510K | Sell |
4,928
-250
| -5% | -$25.9K | 0.12% | 42 |
|
|
2023
Q3 | $471K | Buy |
5,178
+2,089
| +68% | +$190K | 0.12% | 38 |
|
|
2023
Q2 | $500K | Buy |
3,089
+12
| +0.4% | +$1.94K | 0.11% | 61 |
|
|
2023
Q1 | $490K | Buy |
+3,077
| New | +$490K | 0.13% | 38 |
|