Wealthquest’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,987
| Closed | -$234K | – | 132 |
|
|
2024
Q3 | $234K | Buy |
1,987
+21
| +1% | +$2.48K | 0.02% | 115 |
|
|
2024
Q2 | $281K | Hold |
1,966
| – | – | 0.03% | 100 |
|
|
2024
Q1 | $252K | Sell |
1,966
-158
| -7% | -$20.3K | 0.03% | 115 |
|
|
2023
Q4 | $220K | Sell |
2,124
-82
| -4% | -$8.48K | 0.02% | 125 |
|
|
2023
Q3 | $201K | Buy |
+2,206
| New | +$201K | 0.02% | 127 |
|