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Whipplewood Advisors’s Novo Nordisk NVO Stock Holding History

Whipplewood Advisors’s Portfolio NVO Stock Details NVO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$294K Sell
4,257
-1,310
-24% -$90.4K 0.16% 128
2025
Q1 		$390K Sell
5,567
-420
-7% -$29.4K 0.23% 101
2024
Q4 		$515K Buy
+5,987
New +$515K 0.29% 81