Lifestyle Asset Management’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
$323K Buy
4,674
+1,778
+61% +$123K 0.15% 98
2025
Q1
$201K Buy
+2,896
New +$201K 0.11% 113
2024
Q4
Sell
-2,483
Closed -$296K 116
2024
Q3
$296K Buy
2,483
+50
+2% +$5.95K 0.16% 75
2024
Q2
$347K Buy
2,433
+390
+19% +$55.7K 0.2% 62
2024
Q1
$262K Buy
+2,043
New +$262K 0.16% 70