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
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