Cascade Financial Partners’s Novo Nordisk NVO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,005	Closed	-$258K	–	253
2024 Q4	$258K	Buy	3,005 +400	+15%	+$34.4K	0.03%	210
2024 Q3	$303K	Sell	2,605 -1,196	-31%	-$139K	0.04%	181
2024 Q2	$543K	Buy	3,801 +84	+2%	+$12K	0.07%	131
2024 Q1	$463K	Buy	+3,717	New	+$463K	0.07%	141