Kingswood Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
2025
Q1
$326K Sell
2024
Q4
$759K Sell
2024
Q3
$4.29M Buy
2024
Q2
$4.08M Buy
2024
Q1
$1.84M Sell
2023
Q4
$2.45M Sell
2023
Q3
$3M Buy
2023
Q2
$1.16M Buy