Quotient Wealth Partners’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
$661K Buy
9,580
+165
+2% +$11.4K 0.02% 154
2025
Q1
$654K Buy
9,415
+430
+5% +$29.9K 0.02% 150
2024
Q4
$773K Sell
8,985
-599
-6% -$51.5K 0.03% 127
2024
Q3
$1.14M Sell
9,584
-1,812
-16% -$216K 0.04% 99
2024
Q2
$1.63M Sell
11,396
-16,421
-59% -$2.34M 0.06% 73
2024
Q1
$3.57M Sell
27,817
-23,720
-46% -$3.05M 0.13% 50
2023
Q4
$5.33M Buy
+51,537
New +$5.33M 0.21% 47