Transform Wealth, LLC NVO Holdings History

Number of Shares
3,685.00
Current Holdings Value*
$258,730.00
% of Portfolio
0.02%
Total Estimate Gain
$-485,361.10
% of Total Estimate Gain
-5.05%

Transform Wealth, LLC's Novo Nordisk AS Holding Summary

As of 2025-03-31, Transform Wealth, LLC held 3,685.00 shares of Novo Nordisk AS(NVO), totaling $258,730.00. This investment constitutes 0.02% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding Novo Nordisk AS(NVO) stock.

The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 7 purchases of NVO, at an average price of $63.42, for a total of 151,671.00 shares. In addition, there have been 5 sales at an average price of $60.12 for 147,986.00 shares. Based on historical transaction data and NVO's current price of $64.31, Transform Wealth, LLC's estimated gain on his NVO holdings is $-485,361.10, reflecting a -5.05% gain to date.

Transform Wealth, LLC NVO ($64.31) Holding Chart

Transform Wealth, LLC NVO ($64.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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