WNY Asset 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
Q1 | – | Sell |
-2,265
| Closed | -$195K | – | 230 |
|
|
2024
Q4 | $195K | Sell |
2,265
-1,137
| -33% | -$97.8K | 0.02% | 215 |
|
|
2024
Q3 | $405K | Sell |
3,402
-1,034
| -23% | -$123K | 0.05% | 164 |
|
|
2024
Q2 | $633K | Sell |
4,436
-76
| -2% | -$10.8K | 0.08% | 126 |
|
|
2024
Q1 | $579K | Buy |
4,512
+1,050
| +30% | +$135K | 0.09% | 134 |
|
|
2023
Q4 | $358K | Hold |
3,462
| – | – | 0.06% | 165 |
|
|
2023
Q3 | $315K | Buy |
3,462
+172
| +5% | +$15.6K | 0.06% | 172 |
|
|
2023
Q2 | $266K | Buy |
3,290
+90
| +3% | +$7.28K | 0.06% | 166 |
|
|
2023
Q1 | $255K | Hold |
3,200
| – | – | 0.06% | 165 |
|
|
2022
Q4 | $217K | Buy |
+3,200
| New | +$217K | 0.06% | 173 |
|