Heritage Wealth Management (Ohio)’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,212
Closed -$382K 234
2024
Q3
$382K Hold
3,212
0.13% 159
2024
Q2
$457K Buy
+3,212
New +$457K 0.15% 142