Planned Solutions’s Novo Nordisk NVO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,429	Closed	-$289K	–	457
2024 Q3	$289K	Buy	2,429 +275	+13%	+$32.7K	0.12%	75
2024 Q2	$307K	Hold	2,154	–	–	0.15%	66
2024 Q1	$277K	Buy	2,154 +276	+15%	+$35.4K	0.14%	71
2023 Q4	$194K	Buy	+1,878	New	+$194K	0.09%	87