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