Parisi Gray 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,990
| Closed | -$475K | – | 111 |
|
2024
Q3 | $475K | Buy |
3,990
+653
| +20% | +$77.8K | 0.16% | 79 |
|
2024
Q2 | $476K | Buy |
3,337
+586
| +21% | +$83.6K | 0.17% | 74 |
|
2024
Q1 | $353K | Buy |
+2,751
| New | +$353K | 0.13% | 86 |
|
2019
Q2 | – | Sell |
-432
| Closed | -$11K | – | 331 |
|
2019
Q1 | $11K | Hold |
432
| – | – | 0.01% | 375 |
|
2018
Q4 | $10K | Hold |
432
| – | – | 0.01% | 389 |
|
2018
Q3 | $10K | Hold |
432
| – | – | 0.01% | 407 |
|
2018
Q2 | $10K | Hold |
432
| – | – | 0.01% | 417 |
|
2018
Q1 | $11K | Hold |
432
| – | – | 0.01% | 424 |
|
2017
Q4 | $12K | Buy |
+432
| New | +$12K | 0.01% | 421 |
|