Wagner 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 |
-2,878
| Closed | -$411K | – | 257 |
|
|
2024
Q2 | $411K | Buy |
2,878
+80
| +3% | +$11.4K | 0.12% | 79 |
|
|
2024
Q1 | $359K | Buy |
2,798
+84
| +3% | +$10.8K | 0.11% | 89 |
|
|
2023
Q4 | $281K | Buy |
+2,714
| New | +$281K | 0.09% | 100 |
|
|
2022
Q4 | – | Sell |
-1,024
| Closed | -$51K | – | 574 |
|
|
2022
Q3 | $51K | Hold |
1,024
| – | – | 0.04% | 207 |
|
|
2022
Q2 | $57K | Buy |
+1,024
| New | +$57K | 0.05% | 190 |
|
|
2022
Q1 | – | Sell |
-1,128
| Closed | -$63K | – | 506 |
|
|
2021
Q4 | $63K | Buy |
1,128
+122
| +12% | +$6.81K | 0.05% | 223 |
|
|
2021
Q3 | $55K | Buy |
1,006
+322
| +47% | +$17.6K | 0.04% | 234 |
|
|
2021
Q2 | $29K | Hold |
684
| – | – | 0.02% | 335 |
|
|
2021
Q1 | $23K | Buy |
+684
| New | +$23K | 0.02% | 339 |
|