Creative Planning’s NOV NOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.41M | Buy |
340,621
+65,128
| +24% | +$1.22M | ﹤0.01% | 1001 |
|
|
2025
Q4 | $4.31M | Buy |
275,493
+159,755
| +138% | +$2.37M | ﹤0.01% | 1116 |
|
|
2025
Q3 | $1.53M | Buy |
115,738
+74,495
| +181% | +$962K | ﹤0.01% | 1753 |
|
|
2025
Q2 | $513K | Buy |
41,243
+372
| +0.9% | +$4.69K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $622K | Sell |
40,871
-12,255
| -23% | -$183K | ﹤0.01% | 2099 |
|
|
2024
Q4 | $776K | Buy |
53,126
+23,035
| +77% | +$360K | ﹤0.01% | 1860 |
|
|
2024
Q3 | $481K | Sell |
30,091
-3,724
| -11% | -$66.1K | ﹤0.01% | 2145 |
|
|
2024
Q2 | $643K | Buy |
33,815
+7,757
| +30% | +$145K | ﹤0.01% | 1749 |
|
|
2024
Q1 | $509K | Sell |
26,058
-4,498
| -15% | -$83.7K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $620K | Buy |
30,556
+11,885
| +64% | +$233K | ﹤0.01% | 1549 |
|
|
2023
Q3 | $390K | Buy |
18,671
+2,930
| +19% | +$58.2K | ﹤0.01% | 1737 |
|
|
2023
Q2 | $252K | Sell |
15,741
-7,010
| -31% | -$114K | ﹤0.01% | 2038 |
|
|
2023
Q1 | $421K | Buy |
22,751
+3,473
| +18% | +$75K | ﹤0.01% | 1582 |
|
|
2022
Q4 | $403K | Buy |
19,278
+5,501
| +40% | +$115K | ﹤0.01% | 1543 |
|
|
2022
Q3 | $223K | Buy |
+13,777
| New | +$232K | ﹤0.01% | 1840 |
|
|
2019
Q2 | – | Sell |
-9,201
| Closed | -$245K | – | 2084 |
|
|
2019
Q1 | $245K | Sell |
9,201
-1,847
| -17% | -$52.4K | ﹤0.01% | 1456 |
|
|
2018
Q4 | $284K | Sell |
11,048
-1,422
| -11% | -$49.2K | ﹤0.01% | 1263 |
|
|
2018
Q3 | $537K | Buy |
12,470
+343
| +3% | +$15.3K | ﹤0.01% | 1036 |
|
|
2018
Q2 | $526K | Buy |
12,127
+8
| +0.1% | +$324 | ﹤0.01% | 1044 |
|
|
2018
Q1 | $446K | Buy |
12,119
+170
| +1% | +$6.23K | ﹤0.01% | 1135 |
|
|
2017
Q4 | $430K | Sell |
11,949
-6,601
| -36% | -$223K | ﹤0.01% | 1160 |
|
|
2017
Q3 | $663K | Sell |
18,550
-12,421
| -40% | -$406K | ﹤0.01% | 909 |
|
|
2017
Q2 | $1.02M | Sell |
30,971
-1,712
| -5% | -$59.1K | 0.01% | 678 |
|
|
2017
Q1 | $1.31M | Buy |
32,683
+12,051
| +58% | +$470K | 0.01% | 572 |
|
|
2016
Q4 | $772K | Buy |
20,632
+2,843
| +16% | +$104K | ﹤0.01% | 728 |
|
|
2016
Q3 | $654K | Sell |
17,789
-987
| -5% | -$33.2K | ﹤0.01% | 761 |
|
|
2016
Q2 | $632K | Sell |
18,776
-2,119
| -10% | -$68.1K | ﹤0.01% | 681 |
|
|
2016
Q1 | $650K | Buy |
20,895
+1,604
| +8% | +$49K | 0.01% | 655 |
|
|
2015
Q4 | $646K | Buy |
19,291
+2,227
| +13% | +$82.8K | 0.01% | 654 |
|
|
2015
Q3 | $642K | Sell |
17,064
-530
| -3% | -$21.7K | 0.01% | 645 |
|
|
2015
Q2 | $849K | Buy |
17,594
+996
| +6% | +$51.2K | 0.01% | 519 |
|
|
2015
Q1 | $830K | Sell |
16,598
-102
| -0.6% | -$5.53K | 0.01% | 529 |
|
|
2014
Q4 | $1.09M | Buy |
16,700
+2,117
| +15% | +$147K | 0.01% | 429 |
|
|
2014
Q3 | $1.11M | Buy |
14,583
+376
| +3% | +$31.1K | 0.01% | 370 |
|
|
2014
Q2 | $1.17M | Sell |
14,207
-3,423
| -19% | -$255K | 0.02% | 344 |
|
|
2014
Q1 | $1.24M | Buy |
17,630
+4,611
| +35% | +$316K | 0.02% | 312 |
|
|
2013
Q4 | $934K | Buy |
13,019
+3,001
| +30% | +$218K | 0.02% | 329 |
|
|
2013
Q3 | $706K | Sell |
10,018
-1,278
| -11% | -$85.5K | 0.01% | 346 |
|
|
2013
Q2 | $702K | Buy |
+11,296
| New | +$696K | 0.02% | 312 |
|
Other funds holding NOV
VPM
VCM
