WWA
WCG Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,007
| Closed | -$861K | – | 315 |
|
|
2024
Q4 | $861K | Sell |
10,007
-128
| -1% | -$11K | 0.06% | 218 |
|
|
2024
Q3 | $1.21M | Sell |
10,135
-695
| -6% | -$82.8K | 0.08% | 206 |
|
|
2024
Q2 | $1.55M | Sell |
10,830
-98
| -0.9% | -$14K | 0.11% | 157 |
|
|
2024
Q1 | $1.4M | Buy |
10,928
+834
| +8% | +$107K | 0.12% | 155 |
|
|
2023
Q4 | $1.04M | Sell |
10,094
-5,890
| -37% | -$609K | 0.08% | 200 |
|
|
2023
Q3 | $1.5M | Buy |
+15,984
| New | +$1.5M | 0.11% | 158 |
|