Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,571
| Closed | -$1.73M | – | 191 |
|
|
2024
Q3 | $1.73M | Sell |
14,571
-1,546
| -10% | -$184K | 0.4% | 50 |
|
|
2024
Q2 | $2.3M | Buy |
+16,117
| New | +$2.3M | 0.53% | 45 |
|
|
2023
Q1 | – | Sell |
-29,378
| Closed | -$1.98M | – | 170 |
|
|
2022
Q4 | $1.98M | Buy |
29,378
+4,600
| +19% | +$310K | 0.65% | 40 |
|
|
2022
Q3 | $1.23M | Buy |
24,778
+1,742
| +8% | +$86.8K | 0.43% | 52 |
|
|
2022
Q2 | $1.28M | Buy |
+23,036
| New | +$1.28M | 0.42% | 52 |
|
|
2021
Q1 | – | Sell |
-434
| Closed | -$15K | – | 700 |
|
|
2020
Q4 | $15K | Buy |
+434
| New | +$15K | 0.01% | 501 |
|