Mosaic Family Wealth Partners’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
$259K Buy
3,748
+550
+17% +$38K 0.03% 191
2025
Q1
$222K Buy
3,198
+257
+9% +$17.8K 0.03% 199
2024
Q4
$253K Buy
2,941
+704
+31% +$60.6K 0.04% 179
2024
Q3
$266K Buy
2,237
+301
+16% +$35.8K 0.04% 173
2024
Q2
$276K Buy
1,936
+176
+10% +$25.1K 0.04% 161
2024
Q1
$226K Buy
+1,760
New +$226K 0.04% 189