Eads & Heald Wealth Management’s Novo Nordisk NVO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,267	Closed	-$270K	–	142
2024 Q3	$270K	Sell	2,267 -300	-12%	-$40K	0.13%	128
2024 Q2	$366K	Sell	2,567 -56	-2%	-$7.42K	0.18%	117
2024 Q1	$337K	Buy	+2,623	New	+$312K	0.16%	120
2017 Q1	–	Sell	-21,080	Closed	-$378K	–	132
2016 Q4	$378K	Sell	21,080 -2,120	-9%	-$38.4K	0.26%	112
2016 Q3	$482K	Hold	23,200	–	–	0.33%	104
2016 Q2	$624K	Sell	23,200 -160	-0.7%	-$4.39K	0.43%	92
2016 Q1	$633K	Sell	23,360 -1,360	-6%	-$36.4K	0.44%	91
2015 Q4	$718K	Sell	24,720 -210	-0.8%	-$5.81K	0.5%	85
2015 Q3	$676K	Sell	24,930 -1,320	-5%	-$37.4K	0.48%	86
2015 Q2	$719K	Sell	26,250 -4,840	-16%	-$136K	0.47%	90
2015 Q1	$830K	Sell	31,090 -2,860	-8%	-$65.9K	0.53%	82
2014 Q4	$718K	Sell	33,950 -410	-1%	-$9.16K	0.46%	92
2014 Q3	$818K	Sell	34,360 -1,320	-4%	-$30.4K	0.55%	82
2014 Q2	$824K	Sell	35,680 -3,870	-10%	-$85.4K	0.55%	80
2014 Q1	$903K	Sell	39,550 -170	-0.4%	-$3.62K	0.59%	76
2013 Q4	$734K	Buy	39,720 +1,050	+3%	+$18.3K	0.49%	87
2013 Q3	$654K	Sell	38,670 -4,250	-10%	-$71.5K	0.47%	89
2013 Q2	$665K	Buy	+42,920	New	+$714K	0.47%	87