Monterey Private Wealth’s Novo Nordisk NVO Stock Holding History

Monterey Private Wealth’s Portfolio NVO Stock Details NVO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$255K	Hold
2024 Q3	$353K	Hold
2024 Q2	$424K	Hold
2024 Q1	$381K	Sell
2023 Q4	$308K	Buy
2023 Q3	$264K	Hold
2023 Q2	$235K	Hold
2023 Q1	$231K	Buy