McCarter Private Wealth Services’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	$4.19M	Buy	60,764 +3,133	+5%	+$216K	2.4%	9
2025 Q1	$4M	Sell	57,631 -277	-0.5%	-$19.2K	2.62%	11
2024 Q4	$4.98M	Sell	57,908 -53	-0.1%	-$4.56K	3.16%	9
2024 Q3	$6.9M	Buy	+57,961	New	+$6.9M	4.36%	3