SVWAG
Sound View Wealth Advisors Group’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,938
| Closed | -$231K | – | 420 |
|
|
2024
Q3 | $231K | Buy |
1,938
+99
| +5% | +$11.8K | 0.02% | 379 |
|
|
2024
Q2 | $262K | Sell |
1,839
-76
| -4% | -$10.8K | 0.03% | 323 |
|
|
2024
Q1 | $246K | Sell |
1,915
-398
| -17% | -$51.1K | 0.03% | 332 |
|
|
2023
Q4 | $239K | Sell |
2,313
-95
| -4% | -$9.83K | 0.03% | 341 |
|
|
2023
Q3 | $219K | Buy |
+2,408
| New | +$219K | 0.03% | 341 |
|
|
2023
Q1 | – | Sell |
-2,313
| Closed | -$239K | – | 402 |
|
|
2022
Q4 | $239K | Buy |
+2,313
| New | +$239K | 0.03% | 341 |
|