Heritage Family Offices’s Novo Nordisk NVO Stock Holding History

Heritage Family Offices’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$380K	Sell
2025 Q2	$483K	Hold
2025 Q1	$484K	Buy
2024 Q4	$594K	Buy
2024 Q3	$807K	Buy
2024 Q2	$962K	Buy