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

Heritage Wealth Management (Texas)’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
Q4 		– Sell
-1,750
Closed -$208K – 36
2024
Q3 		$208K Hold
1,750
– – 0.12% 38
2024
Q2 		$250K Hold
1,750
– – 0.16% 33
2024
Q1 		$225K Buy
+1,750
New +$225K 0.15% 34