Whalen 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
2024 Q3	–	Sell	-8,862	Closed	-$1.26M	–	133
2024 Q2	$1.26M	Sell	8,862 -2,054	-19%	-$293K	1%	21
2024 Q1	$1.4M	Buy	10,916 +1,044	+11%	+$134K	1.04%	17
2023 Q4	$1.02M	Buy	+9,872	New	+$1.02M	0.92%	25