LifeSteps Financial’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	$507K	Sell	7,340 -12	-0.2%	-$828	0.35%	47
2025 Q1	$511K	Sell	7,352 -34	-0.5%	-$2.36K	0.41%	46
2024 Q4	$635K	Sell	7,386 -25	-0.3%	-$2.15K	0.49%	40
2024 Q3	$882K	Hold	7,411	–	–	0.69%	28
2024 Q2	$1.06M	Hold	7,411	–	–	0.87%	26
2024 Q1	$952K	Hold	7,411	–	–	0.72%	28
2023 Q4	$767K	Buy	7,411 +25	+0.3%	+$2.59K	0.68%	31
2023 Q3	$672K	Hold	7,386	–	–	0.68%	32
2023 Q2	$598K	Buy	7,386 +150	+2%	+$12.1K	0.59%	37
2023 Q1	$576K	Hold	7,236	–	–	0.61%	35
2022 Q4	$490K	Hold	7,236	–	–	0.51%	41
2022 Q3	$360K	Hold	7,236	–	–	0.41%	49
2022 Q2	$403K	Hold	7,236	–	–	0.42%	48
2022 Q1	$402K	Hold	7,236	–	–	0.3%	57
2021 Q4	$405K	Sell	7,236 -216	-3%	-$12.1K	0.29%	53
2021 Q3	$358K	Hold	7,452	–	–	0.27%	56
2021 Q2	$312K	Buy	7,452 +216	+3%	+$9.04K	0.24%	62
2021 Q1	$244K	Hold	7,236	–	–	0.2%	77
2020 Q4	$253K	Hold	7,236	–	–	0.23%	71
2020 Q3	$251K	Hold	7,236	–	–	0.26%	62
2020 Q2	$237K	Hold	7,236	–	–	0.27%	62
2020 Q1	$218K	Hold	7,236	–	–	0.25%	68
2019 Q4	$209K	Buy	+7,236	New	+$209K	0.2%	90