WGAM
Wilkinson Global Asset Management’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
3,380
| – | – | 0.01% | 65 |
|
|
2025
Q1 | $235K | Buy |
3,380
+400
| +13% | +$27.8K | 0.01% | 74 |
|
|
2024
Q4 | $256K | Sell |
2,980
-400
| -12% | -$34.4K | 0.02% | 76 |
|
|
2024
Q3 | $402K | Hold |
3,380
| – | – | 0.02% | 61 |
|
|
2024
Q2 | $482K | Hold |
3,380
| – | – | 0.03% | 56 |
|
|
2024
Q1 | $434K | Buy |
3,380
+400
| +13% | +$51.4K | 0.03% | 62 |
|
|
2023
Q4 | $308K | Hold |
2,980
| – | – | 0.02% | 71 |
|
|
2023
Q3 | $271K | Buy |
+2,980
| New | +$271K | 0.02% | 79 |
|