Werba Rubin Papier Wealth 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 | $302K | Buy |
4,378
+173
| +4% | +$11.9K | 0.06% | 157 |
|
|
2025
Q1 | $292K | Sell |
4,205
-365
| -8% | -$25.3K | 0.06% | 135 |
|
|
2024
Q4 | $393K | Sell |
4,570
-893
| -16% | -$76.8K | 0.09% | 115 |
|
|
2024
Q3 | $650K | Sell |
5,463
-7
| -0.1% | -$833 | 0.15% | 85 |
|
|
2024
Q2 | $781K | Buy |
5,470
+984
| +22% | +$140K | 0.22% | 67 |
|
|
2024
Q1 | $580K | Buy |
4,486
+242
| +6% | +$31.3K | 0.17% | 70 |
|
|
2023
Q4 | $439K | Hold |
4,244
| – | – | 0.15% | 63 |
|
|
2023
Q3 | $386K | Hold |
4,244
| – | – | 0.14% | 71 |
|
|
2023
Q2 | $343K | Hold |
4,244
| – | – | 0.12% | 76 |
|
|
2023
Q1 | $340K | Hold |
4,244
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $287K | Buy |
+4,244
| New | +$287K | 0.12% | 75 |
|