WESPAC Advisors SoCal’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 |
-28,288
| Closed | -$3.37M | – | 103 |
|
|
2024
Q3 | $3.37M | Buy |
+28,288
| New | +$3.37M | 0.78% | 37 |
|
|
2019
Q2 | – | Sell |
-960
| Closed | -$25K | – | 225 |
|
|
2019
Q1 | $25K | Hold |
960
| – | – | 0.01% | 157 |
|
|
2018
Q4 | $22K | Hold |
960
| – | – | 0.01% | 168 |
|
|
2018
Q3 | $22K | Buy |
+960
| New | +$22K | 0.01% | 180 |
|
|
2018
Q2 | – | Sell |
-960
| Closed | -$23K | – | 194 |
|
|
2018
Q1 | $23K | Hold |
960
| – | – | 0.01% | 155 |
|
|
2017
Q4 | $25K | Hold |
960
| – | – | 0.01% | 148 |
|
|
2017
Q3 | $23K | Hold |
960
| – | – | 0.01% | 157 |
|
|
2017
Q2 | $20K | Hold |
960
| – | – | 0.01% | 155 |
|
|
2017
Q1 | $16.5K | Hold |
960
| – | – | 0.01% | 166 |
|
|
2016
Q4 | $17.2K | Sell |
960
-124
| -11% | -$2.22K | 0.01% | 158 |
|
|
2016
Q3 | $22.5K | Buy |
1,084
+124
| +13% | +$2.58K | 0.02% | 144 |
|
|
2016
Q2 | $25.8K | Sell |
960
-530
| -36% | -$14.3K | 0.02% | 142 |
|
|
2016
Q1 | $40.4K | Buy |
1,490
+30
| +2% | +$813 | 0.03% | 123 |
|
|
2015
Q4 | $42K | Buy |
+1,460
| New | +$42K | 0.03% | 132 |
|