Robertson Stephens Wealth Management’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
-4,352
Closed -$518K 611
2024
Q3
$518K Buy
4,352
+2,775
+176% +$330K 0.02% 404
2024
Q2
$225K Buy
+1,577
New +$225K 0.01% 457