Paragon 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
Q2 | – | Sell |
-2,965
| Closed | -$206K | – | 195 |
|
|
2025
Q1 | $206K | Sell |
2,965
-690
| -19% | -$47.9K | 0.1% | 178 |
|
|
2024
Q4 | $314K | Sell |
3,655
-552
| -13% | -$47.5K | 0.15% | 132 |
|
|
2024
Q3 | $501K | Buy |
4,207
+37
| +0.9% | +$4.41K | 0.25% | 103 |
|
|
2024
Q2 | $595K | Buy |
4,170
+1,096
| +36% | +$156K | 0.34% | 83 |
|
|
2024
Q1 | $395K | Buy |
3,074
+492
| +19% | +$63.2K | 0.23% | 104 |
|
|
2023
Q4 | $267K | Buy |
2,582
+126
| +5% | +$13K | 0.19% | 114 |
|
|
2023
Q3 | $223K | Buy |
+2,456
| New | +$223K | 0.18% | 115 |
|