Creative Planning’s Novanta NOVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
2025
Q1
$1.81M Buy
2024
Q4
$1.44M Sell
2024
Q3
$1.71M Buy
2024
Q2
$1.17M Buy
2024
Q1
$1.22M Buy
2023
Q4
$603K Buy
2023
Q3
$379K Buy
2023
Q2
$452K Buy
2023
Q1
$216K Buy
2019
Q3
Sell
2019
Q2
$1.13M Buy
2019
Q1
$822K Hold
2018
Q4
$611K Sell
2018
Q3
$665K Buy
2018
Q2
$604K Sell
2018
Q1
$507K Buy