Northwest Financial Advisors’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 |
-2,510
| Closed | -$216K | – | 122 |
|
2024
Q4 | $216K | Sell |
2,510
-377
| -13% | -$32.4K | 0.18% | 109 |
|
2024
Q3 | $344K | Sell |
2,887
-14
| -0.5% | -$1.67K | 0.27% | 73 |
|
2024
Q2 | $414K | Buy |
2,901
+181
| +7% | +$25.8K | 0.42% | 57 |
|
2024
Q1 | $349K | Buy |
2,720
+277
| +11% | +$35.6K | 0.38% | 65 |
|
2023
Q4 | $253K | Buy |
+2,443
| New | +$253K | 0.21% | 75 |
|