Annex Advisory Services’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
4,033
-297
-7% -$20.5K 0.01% 267
2025
Q1
$301K Sell
4,330
-722
-14% -$50.1K 0.01% 247
2024
Q4
$435K Buy
5,052
+219
+5% +$18.8K 0.01% 223
2024
Q3
$575K Sell
4,833
-4,150
-46% -$494K 0.02% 180
2024
Q2
$1.28M Buy
8,983
+92
+1% +$13.1K 0.05% 120
2024
Q1
$1.14M Buy
+8,891
New +$1.14M 0.04% 121