Walled Lake Planning & 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
$2.62M Buy
+37,892
New +$2.62M 0.85% 34
2021
Q4
Sell
-200
Closed -$10K 245
2021
Q3
$10K Buy
+200
New +$10K 0.01% 258