Trek Financial’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 | $295K | Buy |
+4,277
| New | +$295K | 0.02% | 346 |
|
|
2025
Q1 | – | Sell |
-2,464
| Closed | -$212K | – | 427 |
|
|
2024
Q4 | $212K | Buy |
+2,464
| New | +$212K | 0.02% | 390 |
|
|
2024
Q3 | – | Sell |
-1,840
| Closed | -$263K | – | 433 |
|
|
2024
Q2 | $263K | Buy |
+1,840
| New | +$263K | 0.02% | 325 |
|