Wealth Enhancement Advisory Services’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
$14.1M Sell
203,983
-24,166
-11% -$1.67M 0.02% 527
2025
Q1
$15.8M Sell
228,149
-52,664
-19% -$3.66M 0.03% 461
2024
Q4
$24.2M Sell
280,813
-8,625
-3% -$742K 0.05% 334
2024
Q3
$34.5M Buy
289,438
+37,346
+15% +$4.45M 0.07% 254
2024
Q2
$36M Buy
252,092
+46,394
+23% +$6.62M 0.09% 221
2024
Q1
$26.4M Buy
205,698
+98,007
+91% +$12.6M 0.07% 270
2023
Q4
$11.1M Buy
107,691
+9,868
+10% +$1.02M 0.03% 408
2023
Q3
$8.9M Buy
97,823
+88,975
+1,006% +$8.09M 0.03% 437
2023
Q2
$716K Sell
8,848
-2,036
-19% -$165K 0.01% 309
2023
Q1
$866K Buy
+10,884
New +$866K 0.01% 321