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Heritage Trust’s Novo Nordisk NVO Stock Holding History

Heritage Trust’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$316K Buy
2,216
+336
+18% +$48K 0.04% 234
2024
Q1 		$241K Sell
1,880
-342
-15% -$43.9K 0.03% 260
2023
Q4 		$230K Buy
+2,222
New +$230K 0.03% 254