Beacon Financial Group’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$239K Buy
2025
Q2
$285K Buy
2025
Q1
$200K Buy
2024
Q4
$233K Buy
2024
Q3
$299K Buy
2024
Q2
$266K Buy
2024
Q1
$235K Buy
2015
Q2
Sell
2015
Q1
$798K Buy
2014
Q4
$582K Buy
2014
Q3
$651K Sell
2014
Q2
$622K Buy
2014
Q1
$501K Sell
2013
Q4
$411K Buy
2013
Q3
$351K Buy