Optimist Retirement Group’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,747
Closed -$327K 126
2024
Q3
$327K Buy
2,747
+112
+4% +$13.3K 0.15% 61
2024
Q2
$376K Buy
2,635
+300
+13% +$42.8K 0.2% 53
2024
Q1
$300K Buy
2,335
+83
+4% +$10.7K 0.15% 62
2023
Q4
$233K Buy
+2,252
New +$233K 0.15% 63