Modern 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
Q2
$365K Sell
5,285
-683
-11% -$47.1K 0.01% 550
2025
Q1
$414K Buy
+5,968
New +$414K 0.01% 456
2024
Q4
Sell
-1,787
Closed -$213K 594
2024
Q3
$213K Buy
1,787
+147
+9% +$17.5K 0.01% 408
2024
Q2
$234K Sell
1,640
-381
-19% -$54.4K 0.02% 359
2024
Q1
$259K Buy
+2,021
New +$259K 0.02% 263