Wealth Architects’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 | – | Sell |
-2,909
| Closed | -$202K | – | 235 |
|
2025
Q1 | $202K | Sell |
2,909
-13
| -0.4% | -$903 | 0.02% | 223 |
|
2024
Q4 | $251K | Buy |
2,922
+23
| +0.8% | +$1.98K | 0.03% | 184 |
|
2024
Q3 | $345K | Hold |
2,899
| – | – | 0.04% | 155 |
|
2024
Q2 | $414K | Sell |
2,899
-17
| -0.6% | -$2.43K | 0.05% | 140 |
|
2024
Q1 | $374K | Sell |
2,916
-233
| -7% | -$29.9K | 0.05% | 139 |
|
2023
Q4 | $326K | Buy |
3,149
+47
| +2% | +$4.86K | 0.05% | 147 |
|
2023
Q3 | $282K | Buy |
3,102
+34
| +1% | +$3.09K | 0.05% | 148 |
|
2023
Q2 | $248K | Buy |
3,068
+6
| +0.2% | +$485 | 0.04% | 159 |
|
2023
Q1 | $244K | Buy |
3,062
+78
| +3% | +$6.21K | 0.04% | 157 |
|
2022
Q4 | $202K | Buy |
+2,984
| New | +$202K | 0.04% | 166 |
|