Caldwell Trust’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
|
|
||||
|
2025
Q1 | $7.8K | Sell |
61
-14
|
|
||||
|
2024
Q4 | $11.5K | Sell |
75
-40
|
|
||||
|
2024
Q3 | $20.6K | Hold |
115
|
|
||||
|
2024
Q2 | $18.8K | Sell |
115
-30
|
|
||||
|
2024
Q1 | $25.3K | Hold |
145
|
|
||||
|
2023
Q4 | $24.4K | Sell |
145
-35
|
|
||||
|
2023
Q3 | $25.8K | Hold |
180
|
|
||||
|
2023
Q2 | $33.1K | Hold |
180
|
|
||||
|
2023
Q1 | $28.6K | Hold |
180
|
|
||||
|
2022
Q4 | $24.5K | Hold |
180
|
|
||||
|
2022
Q3 | $20.8K | Hold |
180
|
|
||||
|
2022
Q2 | $21.8K | Hold |
180
|
|
||||
|
2022
Q1 | $25.6K | Sell |
180
-20
|
|
||||
|
2021
Q4 | $35.3K | Hold |
200
|
|
||||
|
2021
Q3 | $30.9K | Hold |
200
|
|
||||
|
2021
Q2 | $27K | Hold |
200
|
|
||||
|
2021
Q1 | $26.4K | Hold |
200
|
|
||||
|
2020
Q4 | $23.6K | Sell |
200
-2
|
|
||||
|
2020
Q3 | $21.3K | Sell |
202
-24
|
|
||||
|
2020
Q2 | $24.1K | Buy |
226
+202
|
|
||||
|
2020
Q1 | $1.92K | Hold |
24
|
|
||||
|
2019
Q4 | $2.12K | Buy |
+24
|
|