RDWM
Red Door Wealth Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
9,508
-100
| -1% | -$6.9K | 0.08% | 134 |
|
|
2025
Q1 | $667K | Hold |
9,608
| – | – | 0.1% | 113 |
|
|
2024
Q4 | $826K | Buy |
9,608
+6,013
| +167% | +$517K | 0.13% | 104 |
|
|
2024
Q3 | $428K | Buy |
3,595
+199
| +6% | +$23.7K | 0.07% | 141 |
|
|
2024
Q2 | $485K | Hold |
3,396
| – | – | 0.09% | 118 |
|
|
2024
Q1 | $436K | Sell |
3,396
-496
| -13% | -$63.7K | 0.08% | 127 |
|
|
2023
Q4 | $403K | Buy |
3,892
+136
| +4% | +$14.1K | 0.09% | 127 |
|
|
2023
Q3 | $342K | Buy |
3,756
+2,281
| +155% | +$207K | 0.09% | 132 |
|
|
2023
Q2 | $239K | Buy |
+1,475
| New | +$239K | 0.05% | 202 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | – | – | 458 |
|
|
2021
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 650 |
|
|
2020
Q3 | – | Sell |
-70
| Closed | -$4K | – | 305 |
|
|
2020
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 362 |
|