SFMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
+103,415
| New | +$7.14M | 0.54% | 28 |
|
|
2024
Q4 | – | Sell |
-1,815
| Closed | -$216K | – | 285 |
|
|
2024
Q3 | $216K | Buy |
1,815
+237
| +15% | +$28.2K | 0.02% | 240 |
|
|
2024
Q2 | $225K | Sell |
1,578
-93
| -6% | -$13.3K | 0.02% | 226 |
|
|
2024
Q1 | $215K | Buy |
+1,671
| New | +$215K | 0.02% | 240 |
|