Tyler-Stone 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
Q3 | – | Sell |
-383
| Closed | -$54.7K | – | 695 |
|
|
2024
Q2 | $54.7K | Sell |
383
-322
| -46% | -$46K | 0.02% | 351 |
|
|
2024
Q1 | $90.5K | Buy |
705
+413
| +141% | +$53K | 0.04% | 286 |
|
|
2023
Q4 | $30.2K | Hold |
292
| – | – | 0.02% | 431 |
|
|
2023
Q3 | $27K | Hold |
292
| – | – | 0.02% | 434 |
|
|
2023
Q2 | $24K | Buy |
+292
| New | +$24K | 0.01% | 449 |
|
|
2022
Q4 | $13K | Hold |
186
| – | – | 0.01% | 512 |
|
|
2022
Q3 | $9K | Hold |
186
| – | – | 0.01% | 553 |
|
|
2022
Q2 | $10K | Buy |
186
+6
| +3% | +$323 | 0.01% | 552 |
|
|
2022
Q1 | $10K | Hold |
180
| – | – | 0.01% | 574 |
|
|
2021
Q4 | $10K | Buy |
+180
| New | +$10K | 0.01% | 611 |
|