Sendero Wealth Management’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	$3.74M	Sell	54,258 -14	-0%	-$966	0.47%	44
2025 Q1	$3.77M	Buy	54,272 +7,859	+17%	+$546K	0.52%	40
2024 Q4	$3.99M	Buy	46,413 +12,142	+35%	+$1.04M	0.59%	37
2024 Q3	$4.08M	Buy	34,271 +5,246	+18%	+$625K	0.64%	33
2024 Q2	$4.14M	Buy	+29,025	New	+$4.14M	0.7%	32