WOSD
WFA of San Diego’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
+10,305
| New | +$711K | 0.52% | 43 |
|
|
2024
Q3 | $1.23M | Sell |
10,315
-50
| -0.5% | -$5.95K | 1.04% | 25 |
|
|
2024
Q2 | $1.48M | Buy |
+10,365
| New | +$1.48M | 1.32% | 20 |
|
|
2023
Q3 | $978K | Buy |
10,750
+5,250
| +95% | +$477K | 1.01% | 23 |
|
|
2023
Q2 | $890K | Buy |
+5,500
| New | +$890K | 0.87% | 25 |
|
|
2023
Q1 | – | Sell |
-6,650
| Closed | -$900K | – | 299 |
|
|
2022
Q4 | $900K | Sell |
6,650
-250
| -4% | -$33.8K | 0.69% | 32 |
|
|
2022
Q3 | $687K | Hold |
6,900
| – | – | 0.62% | 40 |
|
|
2022
Q2 | $769K | Hold |
6,900
| – | – | 0.66% | 33 |
|
|
2022
Q1 | $766K | Sell |
6,900
-70
| -1% | -$7.77K | 0.58% | 40 |
|
|
2021
Q4 | $781K | Hold |
6,970
| – | – | 0.45% | 48 |
|
|
2021
Q3 | $669K | Hold |
6,970
| – | – | 0.47% | 47 |
|
|
2021
Q2 | $584K | Hold |
6,970
| – | – | 0.45% | 46 |
|
|
2021
Q1 | $470K | Buy |
+6,970
| New | +$470K | 0.39% | 49 |
|
|
2020
Q4 | – | Sell |
-6,970
| Closed | -$483K | – | 104 |
|
|
2020
Q3 | $483K | Hold |
6,970
| – | – | 0.46% | 47 |
|
|
2020
Q2 | $456K | Buy |
+6,970
| New | +$456K | 0.11% | 164 |
|