Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $337K | Buy |
2,320
+95
| +4% | +$13.8K | 0.14% | 89 |
|
|
2024
Q1 | $286K | Sell |
2,225
-365
| -14% | -$46.9K | 0.12% | 93 |
|
|
2023
Q4 | $268K | Buy |
2,590
+212
| +9% | +$21.9K | 0.12% | 95 |
|
|
2023
Q3 | $216K | Buy |
+2,378
| New | +$216K | 0.11% | 107 |
|
|
2020
Q3 | – | Sell |
-292
| Closed | -$10K | – | 279 |
|
|
2020
Q2 | $10K | Buy |
+292
| New | +$10K | 0.01% | 290 |
|
|
2020
Q1 | – | Sell |
-292
| Closed | -$8K | – | 292 |
|
|
2019
Q4 | $8K | Hold |
292
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $8K | Hold |
292
| – | – | 0.01% | 323 |
|
|
2019
Q2 | $7K | Hold |
292
| – | – | 0.01% | 316 |
|
|
2019
Q1 | $8K | Hold |
292
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $7K | Hold |
292
| – | – | 0.01% | 303 |
|
|
2018
Q3 | $7K | Hold |
292
| – | – | 0.01% | 303 |
|
|
2018
Q2 | $7K | Hold |
292
| – | – | 0.01% | 283 |
|
|
2018
Q1 | $7K | Hold |
292
| – | – | 0.01% | 302 |
|
|
2017
Q4 | $8K | Buy |
+292
| New | +$8K | 0.01% | 302 |
|