Carson Wealth (CWM LLC)’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $415K | Buy |
|
|||||
|
2025
Q4 | $375K | Buy |
|
|||||
|
2025
Q3 | $63K | Sell |
|
|||||
|
2025
Q2 | $156K | Buy |
|
|||||
|
2025
Q1 | $52K | Buy |
|
|||||
|
2024
Q4 | $14K | Sell |
|
|||||
|
2024
Q3 | $20K | Buy |
|
|||||
|
2024
Q2 | $17K | Buy |
|
|||||
|
2024
Q1 | $15K | Buy |
|
|||||
|
2023
Q4 | $10K | Sell |
|
|||||
|
2023
Q3 | $15K | Sell |
|
|||||
|
2023
Q2 | $21K | Sell |
|
|||||
|
2023
Q1 | $19K | Buy |
|
|||||
|
2022
Q4 | $16K | Sell |
|
|||||
|
2022
Q3 | $13K | Buy |
|
|||||
|
2022
Q2 | $2K | Buy |
|
|||||
|
2022
Q1 | $1K | Buy |
|