Provenance Wealth Advisors’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 | $58K | Sell |
841
-2,716
| -76% | -$187K | 0.01% | 202 |
|
2025
Q1 | $247K | Sell |
3,557
-2,284
| -39% | -$159K | 0.04% | 119 |
|
2024
Q4 | $502K | Hold |
5,841
| – | – | 0.06% | 89 |
|
2024
Q3 | $695K | Hold |
5,841
| – | – | 0.09% | 80 |
|
2024
Q2 | $834K | Hold |
5,841
| – | – | 0.12% | 70 |
|
2024
Q1 | $750K | Hold |
5,841
| – | – | 0.11% | 71 |
|
2023
Q4 | $604K | Buy |
5,841
+828
| +17% | +$85.7K | 0.08% | 76 |
|
2023
Q3 | $456K | Buy |
+5,013
| New | +$456K | 0.07% | 77 |
|