Phillips Wealth Planners’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$280K Sell
2025
Q1
$262K Buy
2024
Q4
$237K Buy
2024
Q3
$301K Sell
2024
Q2
$371K Sell
2024
Q1
$335K Sell
2023
Q4
$309K Sell
2023
Q3
$299K Sell
2023
Q2
$260K Sell
2023
Q1
$273K Buy