Provenance Wealth Advisors’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
$58K Sell
841
-2,716
-76% -$187K 0.01% 202
2025
Q1
$247K Sell
3,557
-2,284
-39% -$159K 0.04% 119
2024
Q4
$502K Hold
5,841
0.06% 89
2024
Q3
$695K Hold
5,841
0.09% 80
2024
Q2
$834K Hold
5,841
0.12% 70
2024
Q1
$750K Hold
5,841
0.11% 71
2023
Q4
$604K Buy
5,841
+828
+17% +$85.7K 0.08% 76
2023
Q3
$456K Buy
+5,013
New +$456K 0.07% 77