Paces Ferry 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 | $249K | Sell |
3,614
-177
| -5% | -$12.2K | 0.11% | 101 |
|
|
2025
Q1 | $263K | Buy |
3,791
+641
| +20% | +$44.5K | 0.13% | 101 |
|
|
2024
Q4 | $271K | Sell |
3,150
-162
| -5% | -$13.9K | 0.13% | 101 |
|
|
2024
Q3 | $394K | Sell |
3,312
-20
| -0.6% | -$2.38K | 0.23% | 74 |
|
|
2024
Q2 | $476K | Sell |
3,332
-76
| -2% | -$10.8K | 0.29% | 61 |
|
|
2024
Q1 | $438K | Sell |
3,408
-172
| -5% | -$22.1K | 0.28% | 65 |
|
|
2023
Q4 | $370K | Sell |
3,580
-14
| -0.4% | -$1.45K | 0.26% | 72 |
|
|
2023
Q3 | $327K | Sell |
3,594
-108
| -3% | -$9.82K | 0.26% | 73 |
|
|
2023
Q2 | $300K | Sell |
3,702
-16
| -0.4% | -$1.3K | 0.22% | 84 |
|
|
2023
Q1 | $296K | Sell |
3,718
-56
| -1% | -$4.46K | 0.24% | 87 |
|
|
2022
Q4 | $255K | Buy |
+3,774
| New | +$255K | 0.25% | 87 |
|
|
2022
Q3 | – | Sell |
-3,788
| Closed | -$211K | – | 100 |
|
|
2022
Q2 | $211K | Buy |
3,788
+50
| +1% | +$2.79K | 0.21% | 97 |
|
|
2022
Q1 | $208K | Sell |
3,738
-188
| -5% | -$10.5K | 0.17% | 116 |
|
|
2021
Q4 | $220K | Buy |
+3,926
| New | +$220K | 0.16% | 107 |
|
|
2020
Q4 | – | Sell |
-4,438
| Closed | -$154K | – | 779 |
|
|
2020
Q3 | $154K | Buy |
+4,438
| New | +$154K | 0.13% | 118 |
|