Opal Wealth 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
Q2
$215K Sell
3,116
-562
-15% -$38.8K 0.06% 183
2025
Q1
$255K Sell
3,678
-455
-11% -$31.6K 0.08% 143
2024
Q4
$356K Buy
4,133
+962
+30% +$82.7K 0.11% 116
2024
Q3
$378K Buy
3,171
+418
+15% +$49.8K 0.12% 103
2024
Q2
$393K Sell
2,753
-254
-8% -$36.3K 0.13% 93
2024
Q1
$386K Buy
3,007
+7
+0.2% +$899 0.13% 105
2023
Q4
$310K Sell
3,000
-14
-0.5% -$1.45K 0.12% 125
2023
Q3
$274K Buy
3,014
+468
+18% +$42.6K 0.16% 111
2023
Q2
$206K Sell
2,546
-148
-5% -$12K 0.1% 138
2023
Q1
$214K Sell
2,694
-788
-23% -$62.7K 0.13% 105
2022
Q4
$236K Buy
+3,482
New +$236K 0.13% 100