L.J. Altfest & Co’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
34,027
+17,853
+110% +$1.23M 0.28% 66
2025
Q1
$1.12M Buy
+16,174
New +$1.12M 0.14% 117
2024
Q4
Sell
-3,578
Closed -$426K 357
2024
Q3
$426K Buy
+3,578
New +$426K 0.06% 229
2023
Q1
Sell
-7,278
Closed -$493K 284
2022
Q4
$493K Buy
7,278
+34
+0.5% +$2.3K 0.08% 159
2022
Q3
$361K Buy
+7,244
New +$361K 0.07% 178