Zimmermann Investment Management & Planning’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,249
| Closed | -$625K | – | 87 |
|
|
2024
Q3 | $625K | Buy |
5,249
+110
| +2% | +$13.1K | 0.19% | 76 |
|
|
2024
Q2 | $734K | Buy |
5,139
+883
| +21% | +$126K | 0.25% | 64 |
|
|
2024
Q1 | $546K | Buy |
4,256
+728
| +21% | +$93.5K | 0.2% | 79 |
|
|
2023
Q4 | $365K | Buy |
3,528
+901
| +34% | +$93.2K | 0.15% | 86 |
|
|
2023
Q3 | $239K | Buy |
+2,627
| New | +$239K | 0.11% | 94 |
|