Heirloom Wealth Management’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 | $5.74M | Buy |
83,097
+233
| +0.3% | +$16.1K | 1.51% | 22 |
|
|
2025
Q1 | $5.75M | Buy |
82,864
+2,716
| +3% | +$189K | 1.65% | 20 |
|
|
2024
Q4 | $6.89M | Buy |
80,148
+5,538
| +7% | +$476K | 2.07% | 16 |
|
|
2024
Q3 | $8.88M | Buy |
74,610
+1,325
| +2% | +$158K | 2.77% | 13 |
|
|
2024
Q2 | $10.5M | Sell |
73,285
-758
| -1% | -$108K | 3.39% | 11 |
|
|
2024
Q1 | $9.51M | Sell |
74,043
-1,907
| -3% | -$245K | 3.24% | 11 |
|
|
2023
Q4 | $7.86M | Buy |
75,950
+1,416
| +2% | +$146K | 3.02% | 11 |
|
|
2023
Q3 | $6.78M | Sell |
74,534
-1,970
| -3% | -$179K | 3.01% | 11 |
|
|
2023
Q2 | $6.19M | Buy |
76,504
+2,650
| +4% | +$214K | 2.69% | 14 |
|
|
2023
Q1 | $5.88M | Buy |
73,854
+21,202
| +40% | +$1.69M | 2.81% | 14 |
|
|
2022
Q4 | $3.56M | Buy |
+52,652
| New | +$3.56M | 2.22% | 17 |
|
|
2022
Q2 | $3.74M | Buy |
71,518
+7,268
| +11% | +$380K | 3.06% | 15 |
|
|
2022
Q1 | $3.41M | Buy |
+64,250
| New | +$3.41M | 2.37% | 16 |
|