Monterey Private Wealth’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 |
-2,968
| Closed | -$255K | – | 147 |
|
|
2024
Q4 | $255K | Hold |
2,968
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $353K | Hold |
2,968
| – | – | 0.12% | 80 |
|
|
2024
Q2 | $424K | Hold |
2,968
| – | – | 0.16% | 66 |
|
|
2024
Q1 | $381K | Sell |
2,968
-5
| -0.2% | -$642 | 0.15% | 62 |
|
|
2023
Q4 | $308K | Buy |
2,973
+67
| +2% | +$6.93K | 0.14% | 76 |
|
|
2023
Q3 | $264K | Hold |
2,906
| – | – | 0.13% | 80 |
|
|
2023
Q2 | $235K | Hold |
2,906
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $231K | Buy |
+2,906
| New | +$231K | 0.12% | 91 |
|