Montis Financial’s Novo Nordisk NVO Stock Holding History

Montis Financial’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 Q3	–	Sell
2025 Q2	$453K	Sell
2025 Q1	$710K	Sell
2024 Q4	$1.2M	Hold
2024 Q3	$1.66M	Sell
2024 Q2	$2.34M	Sell
2024 Q1	$2.62M	Sell
2023 Q4	$2.15M	Buy
2023 Q3	$1.27M	Buy