Heritage Family Offices’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	$483K	Hold	6,968	–	–	0.24%	93
2025 Q1	$484K	Buy	6,968 +68	+1%	+$4.72K	0.25%	92
2024 Q4	$594K	Buy	6,900 +119	+2%	+$10.2K	0.3%	75
2024 Q3	$807K	Buy	6,781 +39	+0.6%	+$4.64K	0.42%	53
2024 Q2	$962K	Buy	+6,742	New	+$962K	0.53%	42