Pacific Capital 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
Q1
Sell
-354
Closed -$30.5K 277
2024
Q4
$30.5K Sell
354
-28
-7% -$2.41K 0.01% 186
2024
Q3
$45.5K Buy
382
+128
+50% +$15.2K 0.01% 163
2024
Q2
$36.3K Buy
254
+214
+535% +$30.5K 0.01% 182
2024
Q1
$5.14K Buy
+40
New +$5.14K ﹤0.01% 308