Planning Directions’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,920
| Closed | -$417K | – | 84 |
|
|
2024
Q2 | $417K | Buy |
2,920
+4
| +0.1% | +$571 | 0.28% | 46 |
|
|
2024
Q1 | $374K | Buy |
2,916
+112
| +4% | +$14.4K | 0.26% | 50 |
|
|
2023
Q4 | $290K | Hold |
2,804
| – | – | 0.21% | 56 |
|
|
2023
Q3 | $255K | Buy |
2,804
+2
| +0.1% | +$182 | 0.2% | 51 |
|
|
2023
Q2 | $227K | Buy |
2,802
+4
| +0.1% | +$324 | 0.17% | 60 |
|
|
2023
Q1 | $223K | Buy |
+2,798
| New | +$223K | 0.17% | 64 |
|