North Berkeley 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
2025 Q2	$327K	Sell	4,740 -1,632	-26%	-$113K	0.3%	49
2025 Q1	$442K	Sell	6,372 -2,128	-25%	-$148K	0.46%	37
2024 Q4	$731K	Buy	+8,500	New	+$731K	0.74%	23