Tolleson 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
2023 Q4	–	Sell	-3,534	Closed	-$321K	–	88
2023 Q3	$321K	Sell	3,534 -3,534	-50%	-$321K	0.08%	67
2023 Q2	$572K	Buy	+7,068	New	+$572K	0.14%	59