Weatherly Asset Management’s Novo Nordisk NVO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,282	Closed	-$272K	–	187
2024 Q3	$272K	Sell	2,282 -300	-12%	-$35.7K	0.02%	158
2024 Q2	$369K	Hold	2,582	–	–	0.03%	139
2024 Q1	$334K	Buy	2,582 +400	+18%	+$51.7K	0.03%	146
2023 Q4	$226K	Buy	+2,182	New	+$226K	0.02%	168