Wellington Shields Capital Management’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 | $133K | Sell |
1,920
-630
| -25% | -$43.5K | 0.02% | 257 |
|
|
2025
Q1 | $177K | Sell |
2,550
-60
| -2% | -$4.17K | 0.03% | 229 |
|
|
2024
Q4 | $225K | Sell |
2,610
-600
| -19% | -$51.6K | 0.04% | 225 |
|
|
2024
Q3 | $382K | Buy |
3,210
+60
| +2% | +$7.14K | 0.07% | 184 |
|
|
2024
Q2 | $450K | Buy |
3,150
+230
| +8% | +$32.8K | 0.08% | 164 |
|
|
2024
Q1 | $375K | Hold |
2,920
| – | – | 0.07% | 180 |
|
|
2023
Q4 | $302K | Sell |
2,920
-500
| -15% | -$51.7K | 0.04% | 195 |
|
|
2023
Q3 | $311K | Buy |
+3,420
| New | +$311K | 0.04% | 190 |
|
|
2023
Q2 | – | Sell |
-1,600
| Closed | -$127K | – | 319 |
|
|
2023
Q1 | $127K | Buy |
+1,600
| New | +$127K | 0.02% | 246 |
|