Williams Jones 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 | $311K | Sell |
4,505
-1,065
| -19% | -$73.5K | ﹤0.01% | 412 |
|
|
2025
Q1 | $387K | Buy |
5,570
+150
| +3% | +$10.4K | ﹤0.01% | 372 |
|
|
2024
Q4 | $466K | Sell |
5,420
-1,240
| -19% | -$107K | 0.01% | 355 |
|
|
2024
Q3 | $793K | Buy |
6,660
+938
| +16% | +$112K | 0.01% | 289 |
|
|
2024
Q2 | $817K | Hold |
5,722
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $735K | Buy |
5,722
+564
| +11% | +$72.4K | 0.01% | 297 |
|
|
2023
Q4 | $534K | Buy |
5,158
+500
| +11% | +$51.7K | 0.01% | 339 |
|
|
2023
Q3 | $424K | Hold |
4,658
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $377K | Buy |
4,658
+1,900
| +69% | +$154K | 0.01% | 389 |
|
|
2023
Q1 | $219K | Buy |
+2,758
| New | +$219K | ﹤0.01% | 498 |
|