Peterson Wealth Services’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 | $13.6K | Buy |
+197
| New | +$13.6K | ﹤0.01% | 174 |
|
|
2025
Q1 | – | Hold |
0
| – | -$3.55M | – | 177 |
|
|
2024
Q4 | – | Sell |
-41,254
| Closed | -$4.91M | – | 24 |
|
|
2024
Q3 | $4.91M | Buy |
41,254
+1,308
| +3% | +$156K | 1.57% | 17 |
|
|
2024
Q2 | $5.7M | Buy |
39,946
+314
| +0.8% | +$44.8K | 1.99% | 12 |
|
|
2024
Q1 | $5.09M | Sell |
39,632
-972
| -2% | -$125K | 1.85% | 14 |
|
|
2023
Q4 | $4.2M | Buy |
40,604
+435
| +1% | +$45K | 1.8% | 16 |
|
|
2023
Q3 | $3.65M | Buy |
40,169
+1,605
| +4% | +$146K | 2.73% | 12 |
|
|
2023
Q2 | $3.12M | Buy |
+38,564
| New | +$3.12M | 1.5% | 21 |
|