Schrum Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,402
| Closed | -$207K | – | 130 |
|
|
2024
Q4 | $207K | Sell |
2,402
-2,402
| -50% | -$207K | 0.18% | 123 |
|
|
2024
Q3 | $572K | Buy |
4,804
+2,402
| +100% | +$286K | 0.3% | 80 |
|
|
2024
Q2 | $343K | Hold |
2,402
| – | – | 0.31% | 78 |
|
|
2024
Q1 | $308K | Hold |
2,402
| – | – | 0.28% | 86 |
|
|
2023
Q4 | $248K | Hold |
2,402
| – | – | 0.35% | 76 |
|
|
2023
Q3 | $218K | Buy |
+2,402
| New | +$218K | 0.25% | 103 |
|