Number of Shares
138,977.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
1.03%
Total Estimate Gain
$-2.50 Mil
% of Total Estimate Gain
-21.80%

W.G. Shaheen & Associates DBA Whitney & Co's Novo Nordisk AS Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 138,977.00 shares of Novo Nordisk AS(NVO), totaling $9.65 Mil. This investment constitutes 1.03% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Novo Nordisk AS(NVO) stock.

The initial trade took place in 2018Q3. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 2 purchases of NVO, at an average price of $82.47, for a total of 139,275.00 shares. In addition, there have been 1 sales at an average price of $22.20 for 298.00 shares. Based on historical transaction data and NVO's current price of $64.58, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his NVO holdings is $-2.50 Mil, reflecting a -21.80% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co NVO ($64.58) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co NVO ($64.58) 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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