Phillips Wealth Planners’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 | $280K | Sell |
4,014
-28
| -0.7% | -$1.95K | 0.25% | 144 |
|
|
2025
Q1 | $262K | Buy |
4,042
+1,292
| +47% | +$83.6K | 0.28% | 132 |
|
|
2024
Q4 | $237K | Buy |
2,750
+203
| +8% | +$17.5K | 0.24% | 149 |
|
|
2024
Q3 | $301K | Sell |
2,547
-52
| -2% | -$6.14K | 0.29% | 126 |
|
|
2024
Q2 | $371K | Sell |
2,599
-112
| -4% | -$16K | 0.39% | 88 |
|
|
2024
Q1 | $335K | Sell |
2,711
-164
| -6% | -$20.2K | 0.38% | 95 |
|
|
2023
Q4 | $309K | Sell |
2,875
-186
| -6% | -$20K | 0.37% | 93 |
|
|
2023
Q3 | $299K | Sell |
3,061
-157
| -5% | -$15.3K | 0.4% | 92 |
|
|
2023
Q2 | $260K | Sell |
3,218
-38
| -1% | -$3.08K | 0.34% | 109 |
|
|
2023
Q1 | $273K | Buy |
+3,256
| New | +$273K | 0.36% | 104 |
|