Wealthstream Advisors’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 |
-3,271
| Closed | -$281K | – | 175 |
|
|
2024
Q4 | $281K | Buy |
3,271
+86
| +3% | +$7.4K | 0.05% | 120 |
|
|
2024
Q3 | $379K | Buy |
3,185
+120
| +4% | +$14.3K | 0.07% | 87 |
|
|
2024
Q2 | $437K | Buy |
3,065
+38
| +1% | +$5.42K | 0.16% | 76 |
|
|
2024
Q1 | $389K | Buy |
3,027
+230
| +8% | +$29.5K | 0.15% | 81 |
|
|
2023
Q4 | $289K | Sell |
2,797
-63
| -2% | -$6.52K | 0.12% | 106 |
|
|
2023
Q3 | $260K | Buy |
+2,860
| New | +$260K | 0.13% | 86 |
|