WFA of San Diego’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2023
Q3 | $978K | Sell |
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|
2023
Q2 | $890K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $687K | Hold |
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|
2022
Q2 | $769K | Hold |
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|
2022
Q1 | $766K | Sell |
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|
2021
Q4 | $781K | Hold |
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|
2021
Q3 | $669K | Hold |
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|
2021
Q2 | $584K | Hold |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $483K | Hold |
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|
2020
Q2 | $456K | Buy |
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