Wellspring Financial Advisors’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
-1,682
Closed -$200K 168
2024
Q3
$200K Sell
1,682
-29
-2% -$3.45K 0.02% 151
2024
Q2
$244K Buy
1,711
+118
+7% +$16.8K 0.03% 123
2024
Q1
$205K Buy
+1,593
New +$205K 0.03% 129