Advertisement
Screener

Taylor Hoffman Wealth Management Last Quarter Change: Foreign Stocks, Added

Taylor Hoffman Wealth Management quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-03-31 to 2024-06-30, Taylor Hoffman Wealth Management opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was NVO (+$51,684); the largest decrease was NVO (+$51,684).

  • NVO: Country of operation —; Class ADR; Shares 2024-03-31 2,225; Shares 2024-06-30 2,320.

Two Form 13F-HR filings compared (SEC CIK 1727762): 2024-03-31 (filed 2024-05-09) and 2024-06-30 (filed 2024-08-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2024-03-31Shares 2024-06-30Share changeValue 2024-03-31Value 2024-06-30Value change
NVO
NOVO-NORDISK A S
ADR2,2252,320+95$285,690$337,374+$51,684

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet