Avior Wealth Management’s Novo Nordisk NVO Stock Holding History

Avior Wealth Management’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Buy	19,152 +1,402	+8%	+$96.8K	0.05%	237
2025 Q1	$1.23M	Sell	17,750 -2,847	-14%	-$198K	0.05%	237
2024 Q4	$1.77M	Buy	20,597 +2,511	+14%	+$216K	0.06%	187
2024 Q3	$2.15M	Buy	18,086 +825	+5%	+$98.2K	0.09%	158
2024 Q2	$2.46M	Sell	17,261 -585	-3%	-$83.5K	0.11%	148
2024 Q1	$2.29M	Buy	17,846 +3,091	+21%	+$397K	0.11%	145
2023 Q4	$1.53M	Sell	14,755 -567	-4%	-$58.7K	0.09%	153
2023 Q3	$1.39M	Hold	15,322	–	–	0.09%	148
2023 Q2	$1.24M	Sell	15,322 -88	-0.6%	-$7.12K	0.08%	166
2023 Q1	$1.23M	Buy	15,410 +766	+5%	+$61K	0.08%	170
2022 Q4	$991K	Hold	14,644	–	–	0.07%	190
2022 Q3	$729K	Buy	14,644 +170	+1%	+$8.46K	0.06%	211
2022 Q2	$806K	Hold	14,474	–	–	0.08%	177
2022 Q1	$802K	Sell	14,474 -924	-6%	-$51.2K	0.07%	204
2021 Q4	$861K	Hold	15,398	–	–	0.07%	225
2021 Q3	$739K	Hold	15,398	–	–	0.06%	239
2021 Q2	$644K	Sell	15,398 -1,412	-8%	-$59.1K	0.06%	245
2021 Q1	$565K	Hold	16,810	–	–	0.06%	272
2020 Q4	$587K	Buy	16,810 +7,166	+74%	+$250K	0.07%	233
2020 Q3	$334K	Sell	9,644 -6,710	-41%	-$232K	0.05%	316
2020 Q2	$534K	Sell	16,354 -11,664	-42%	-$381K	0.08%	223
2020 Q1	$842K	Sell	28,018 -4,956	-15%	-$149K	0.17%	135
2019 Q4	$953K	Hold	32,974	–	–	0.15%	139
2019 Q3	$851K	Buy	32,974 +34	+0.1%	+$877	0.15%	141
2019 Q2	$840K	Hold	32,940	–	–	0.15%	141
2019 Q1	$860K	Hold	32,940	–	–	0.18%	123
2018 Q4	$758K	Hold	32,940	–	–	0.18%	119
2018 Q3	$776K	Hold	32,940	–	–	0.17%	123
2018 Q2	$760K	Sell	32,940 -200	-0.6%	-$4.61K	0.17%	121
2018 Q1	$816K	Sell	33,140 -6,356	-16%	-$157K	0.19%	115
2017 Q4	$1.06M	Buy	39,496 +32,078	+432%	+$861K	0.24%	102
2017 Q3	$179K	Hold	7,418	–	–	0.06%	144
2017 Q2	$159K	Hold	7,418	–	–	0.06%	128
2017 Q1	$127K	Buy	7,418 +7,218	+3,609%	+$124K	0.04%	169
2016 Q4	$4K	Buy	+200	New	+$4K	﹤0.01%	408