Tanglewood Legacy Advisors’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 |
-790
| Closed | -$94.1K | – | 303 |
|
|
2024
Q3 | $94.1K | Hold |
790
| – | – | 0.04% | 126 |
|
|
2024
Q2 | $113K | Hold |
790
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $101K | Hold |
790
| – | – | 0.05% | 120 |
|
|
2023
Q4 | $81.7K | Hold |
790
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $71.8K | Hold |
790
| – | – | 0.04% | 134 |
|
|
2023
Q2 | $63.9K | Hold |
790
| – | – | 0.04% | 140 |
|
|
2023
Q1 | $62.9K | Hold |
790
| – | – | 0.04% | 136 |
|
|
2022
Q4 | $53.5K | Buy |
+790
| New | +$53.5K | 0.04% | 126 |
|