Waldron Private Wealth’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,497
| Closed | -$301K | – | 386 |
|
|
2024
Q4 | $301K | Sell |
3,497
-644
| -16% | -$55.4K | 0.01% | 335 |
|
|
2024
Q3 | $493K | Buy |
4,141
+1,282
| +45% | +$153K | 0.02% | 249 |
|
|
2024
Q2 | $408K | Buy |
2,859
+45
| +2% | +$6.42K | 0.02% | 261 |
|
|
2024
Q1 | $361K | Buy |
2,814
+7
| +0.2% | +$899 | 0.02% | 280 |
|
|
2023
Q4 | $290K | Buy |
2,807
+463
| +20% | +$47.9K | 0.01% | 317 |
|
|
2023
Q3 | $213K | Buy |
+2,344
| New | +$213K | 0.01% | 342 |
|
|
2023
Q2 | – | Sell |
-2,794
| Closed | -$224K | – | 412 |
|
|
2023
Q1 | $224K | Buy |
+2,794
| New | +$224K | 0.01% | 372 |
|