Surience Private Wealth’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 |
-2,050
| Closed | -$244K | – | 30 |
|
|
2024
Q3 | $244K | Sell |
2,050
-25,929
| -93% | -$3.09M | 0.25% | 27 |
|
|
2024
Q2 | $3.99M | Buy |
27,979
+25,929
| +1,265% | +$3.7M | 5.13% | 11 |
|
|
2024
Q1 | $263K | Hold |
2,050
| – | – | 0.25% | 27 |
|
|
2023
Q4 | $212K | Buy |
+2,050
| New | +$212K | 0.22% | 22 |
|
|
2022
Q1 | – | Sell |
-84,466
| Closed | -$4.73M | – | 29 |
|
|
2021
Q4 | $4.73M | Buy |
+84,466
| New | +$4.73M | 3.86% | 12 |
|