Cerro Pacific Wealth Advisors’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	–	Sell	-3,112	Closed	-$268K	–	171
2025 Q1	$268K	Sell	3,112 -189	-6%	-$16.3K	0.09%	137
2024 Q4	$393K	Buy	3,301 +828	+33%	+$98.6K	0.13%	117
2024 Q3	$353K	Hold	2,473	–	–	0.13%	115
2024 Q2	$353K	Buy	+2,473	New	+$353K	0.14%	115