V Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-6,764
| Closed | -$547K | – | 278 |
|
2023
Q2 | $547K | Buy |
6,764
+22
| +0.3% | +$1.78K | 0.09% | 188 |
|
2023
Q1 | $536K | Sell |
6,742
-6
| -0.1% | -$477 | 0.1% | 187 |
|
2022
Q4 | $457K | Buy |
6,748
+6
| +0.1% | +$406 | 0.09% | 197 |
|
2022
Q3 | $336K | Sell |
6,742
-482
| -7% | -$24K | 0.07% | 261 |
|
2022
Q2 | $403K | Buy |
7,224
+26
| +0.4% | +$1.45K | 0.08% | 258 |
|
2022
Q1 | $400K | Sell |
7,198
-200
| -3% | -$11.1K | 0.06% | 285 |
|
2021
Q4 | $414K | Sell |
7,398
-300
| -4% | -$16.8K | 0.06% | 295 |
|
2021
Q3 | $370K | Buy |
7,698
+16
| +0.2% | +$769 | 0.06% | 323 |
|
2021
Q2 | $322K | Buy |
7,682
+42
| +0.5% | +$1.76K | 0.05% | 351 |
|
2021
Q1 | $258K | Sell |
7,640
-7,354
| -49% | -$248K | 0.05% | 359 |
|
2020
Q4 | $524K | Buy |
+14,994
| New | +$524K | 0.11% | 204 |
|
2020
Q3 | – | Sell |
-13,696
| Closed | -$449K | – | 279 |
|
2020
Q2 | $449K | Buy |
13,696
+3,082
| +29% | +$101K | 0.12% | 197 |
|
2020
Q1 | $320K | Buy |
10,614
+1,956
| +23% | +$59K | 0.1% | 205 |
|
2019
Q4 | $224K | Hold |
8,658
| – | – | 0.08% | 250 |
|
2019
Q3 | $224K | Buy |
8,658
+178
| +2% | +$4.61K | 0.08% | 252 |
|
2019
Q2 | $216K | Buy |
+8,480
| New | +$216K | 0.08% | 244 |
|
2017
Q3 | – | Sell |
-2,750
| Closed | -$59K | – | 540 |
|
2017
Q2 | $59K | Buy |
+2,750
| New | +$59K | 0.03% | 292 |
|