Live Oak Private Wealth’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
$1.91M Buy
27,708
+1,978
+8% +$137K 0.29% 80
2025
Q1
$1.79M Buy
25,730
+10,137
+65% +$704K 0.29% 78
2024
Q4
$1.34M Buy
+15,593
New +$1.34M 0.23% 82