Sax 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	$1.52M	Buy	22,034 +17,892	+432%	+$1.23M	0.09%	122
2025 Q1	$288K	Sell	4,142 -298	-7%	-$20.7K	0.02%	301
2024 Q4	$382K	Buy	+4,440	New	+$382K	0.03%	230