Wallace Advisory Group’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Sell |
8,145
-2,609
| -24% | -$181K | 0.41% | 67 |
|
|
2025
Q1 | $925K | Sell |
10,754
-887
| -8% | -$76.3K | 0.64% | 39 |
|
|
2024
Q4 | $1.39M | Buy |
11,641
+930
| +9% | +$111K | 0.96% | 26 |
|
|
2024
Q3 | $1.53M | Sell |
10,711
-222
| -2% | -$31.7K | 1.12% | 19 |
|
|
2024
Q2 | $1.56M | Buy |
10,933
+1,244
| +13% | +$178K | 1.12% | 19 |
|
|
2024
Q1 | $1M | Sell |
9,689
-231
| -2% | -$23.9K | 0.75% | 37 |
|
|
2023
Q4 | $902K | Buy |
9,920
+3,876
| +64% | +$352K | 0.71% | 33 |
|
|
2023
Q3 | $978K | Sell |
6,044
-6,148
| -50% | -$995K | 0.7% | 33 |
|
|
2023
Q2 | $970K | Hold |
12,192
| – | – | 0.74% | 32 |
|
|
2023
Q1 | $970K | Sell |
12,192
-598
| -5% | -$47.6K | 0.74% | 32 |
|
|
2022
Q4 | $865K | Buy |
+12,790
| New | +$865K | 0.68% | 37 |
|