Private Client Services’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 |
-2,692
| Closed | -$232K | – | 204 |
|
|
2024
Q4 | $232K | Hold |
2,692
| – | – | 0.12% | 162 |
|
|
2024
Q3 | $321K | Sell |
2,692
-1,085
| -29% | -$129K | 0.17% | 110 |
|
|
2024
Q2 | $539K | Buy |
3,777
+42
| +1% | +$6K | 0.34% | 65 |
|
|
2024
Q1 | $480K | Buy |
3,735
+48
| +1% | +$6.16K | 0.32% | 69 |
|
|
2023
Q4 | $381K | Buy |
+3,687
| New | +$381K | 0.31% | 89 |
|