Oakwell Private 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 |
-8,163
| Closed | -$702K | – | 74 |
|
|
2024
Q4 | $702K | Buy |
8,163
+904
| +12% | +$77.8K | 0.2% | 41 |
|
|
2024
Q3 | $864K | Buy |
7,259
+2,327
| +47% | +$277K | 0.25% | 37 |
|
|
2024
Q2 | $704K | Buy |
4,932
+1,180
| +31% | +$168K | 0.2% | 40 |
|
|
2024
Q1 | $482K | Buy |
3,752
+103
| +3% | +$13.2K | 0.15% | 43 |
|
|
2023
Q4 | $377K | Buy |
+3,649
| New | +$377K | 0.13% | 45 |
|