PFG 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
Q1 | – | Sell |
-2,037
| Closed | -$175K | – | 294 |
|
|
2024
Q4 | $175K | Buy |
2,037
+111
| +6% | +$9.55K | 0.1% | 52 |
|
|
2024
Q3 | $229K | Hold |
1,926
| – | – | 0.13% | 49 |
|
|
2024
Q2 | $275K | Buy |
1,926
+67
| +4% | +$9.56K | 0.17% | 38 |
|
|
2024
Q1 | $239K | Buy |
+1,859
| New | +$239K | 0.15% | 43 |
|
|
2022
Q1 | – | Sell |
-1,860
| Closed | -$104K | – | 338 |
|
|
2021
Q4 | $104K | Sell |
1,860
-138
| -7% | -$7.72K | 0.05% | 105 |
|
|
2021
Q3 | $96K | Buy |
+1,998
| New | +$96K | 0.06% | 74 |
|