Creative Planning’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
17,292
+3,145
| +22% | +$405K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $1.81M | Buy |
14,147
+4,738
| +50% | +$606K | ﹤0.01% | 1245 |
|
|
2024
Q4 | $1.44M | Sell |
9,409
-155
| -2% | -$23.7K | ﹤0.01% | 1364 |
|
|
2024
Q3 | $1.71M | Buy |
9,564
+2,392
| +33% | +$428K | ﹤0.01% | 1167 |
|
|
2024
Q2 | $1.17M | Buy |
7,172
+186
| +3% | +$30.3K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $1.22M | Buy |
6,986
+3,404
| +95% | +$595K | ﹤0.01% | 1206 |
|
|
2023
Q4 | $603K | Buy |
3,582
+939
| +36% | +$158K | ﹤0.01% | 1569 |
|
|
2023
Q3 | $379K | Buy |
2,643
+186
| +8% | +$26.7K | ﹤0.01% | 1759 |
|
|
2023
Q2 | $452K | Buy |
2,457
+1,097
| +81% | +$202K | ﹤0.01% | 1614 |
|
|
2023
Q1 | $216K | Buy |
+1,360
| New | +$216K | ﹤0.01% | 2061 |
|
|
2019
Q3 | – | Sell |
-11,970
| Closed | -$1.13M | – | 1920 |
|
|
2019
Q2 | $1.13M | Buy |
11,970
+2,270
| +23% | +$214K | ﹤0.01% | 712 |
|
|
2019
Q1 | $822K | Hold |
9,700
| – | – | ﹤0.01% | 800 |
|
|
2018
Q4 | $611K | Sell |
9,700
-15
| -0.2% | -$945 | ﹤0.01% | 859 |
|
|
2018
Q3 | $665K | Buy |
9,715
+15
| +0.2% | +$1.03K | ﹤0.01% | 925 |
|
|
2018
Q2 | $604K | Sell |
9,700
-17
| -0.2% | -$1.06K | ﹤0.01% | 964 |
|
|
2018
Q1 | $507K | Buy |
+9,717
| New | +$507K | ﹤0.01% | 1069 |
|