PWAG
Polaris Wealth Advisory Group’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.84M | Buy |
75,245
+36,729
| +95% | +$3.34M | 0.52% | 68 |
|
|
2023
Q2 | $6.23M | Sell |
38,516
-3,716
| -9% | -$601K | 0.47% | 73 |
|
|
2023
Q1 | $6.72M | Sell |
42,232
-3,086
| -7% | -$491K | 0.5% | 67 |
|
|
2022
Q4 | $6.01M | Sell |
45,318
-9,287
| -17% | -$1.23M | 0.45% | 74 |
|
|
2022
Q3 | $5.67M | Buy |
+54,605
| New | +$5.67M | 0.47% | 65 |
|
|
2018
Q4 | – | Sell |
-315
| Closed | -$15K | – | 343 |
|
|
2018
Q3 | $15K | Buy |
+315
| New | +$15K | ﹤0.01% | 357 |
|
|
2018
Q2 | – | Sell |
-315
| Closed | -$16K | – | 360 |
|
|
2018
Q1 | $16K | Buy |
+315
| New | +$16K | ﹤0.01% | 316 |
|
|
2016
Q3 | – | Sell |
-13,543
| Closed | -$728K | – | 117 |
|
|
2016
Q2 | $728K | Buy |
+13,543
| New | +$728K | 0.11% | 59 |
|