Creative Planning’s Nova NVMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $458K | Buy |
1,663
+88
| +6% | +$24.2K | ﹤0.01% | 2531 |
|
2025
Q1 | $290K | Buy |
1,575
+86
| +6% | +$15.9K | ﹤0.01% | 2777 |
|
2024
Q4 | $293K | Sell |
1,489
-7
| -0.5% | -$1.38K | ﹤0.01% | 2675 |
|
2024
Q3 | $312K | Sell |
1,496
-2,071
| -58% | -$431K | ﹤0.01% | 2486 |
|
2024
Q2 | $837K | Buy |
3,567
+155
| +5% | +$36.4K | ﹤0.01% | 1547 |
|
2024
Q1 | $605K | Buy |
3,412
+248
| +8% | +$44K | ﹤0.01% | 1700 |
|
2023
Q4 | $435K | Sell |
3,164
-321
| -9% | -$44.1K | ﹤0.01% | 1796 |
|
2023
Q3 | $392K | Buy |
3,485
+74
| +2% | +$8.32K | ﹤0.01% | 1728 |
|
2023
Q2 | $400K | Buy |
3,411
+518
| +18% | +$60.8K | ﹤0.01% | 1697 |
|
2023
Q1 | $302K | Buy |
2,893
+10
| +0.3% | +$1.05K | ﹤0.01% | 1812 |
|
2022
Q4 | $235K | Sell |
2,883
-702
| -20% | -$57.3K | ﹤0.01% | 1902 |
|
2022
Q3 | $306K | Buy |
3,585
+370
| +12% | +$31.6K | ﹤0.01% | 1623 |
|
2022
Q2 | $285K | Buy |
3,215
+114
| +4% | +$10.1K | ﹤0.01% | 1643 |
|
2022
Q1 | $338K | Hold |
3,101
| – | – | ﹤0.01% | 1548 |
|
2021
Q4 | $454K | Sell |
3,101
-470
| -13% | -$68.8K | ﹤0.01% | 1373 |
|
2021
Q3 | $365K | Buy |
3,571
+106
| +3% | +$10.8K | ﹤0.01% | 1482 |
|
2021
Q2 | $357K | Sell |
3,465
-200
| -5% | -$20.6K | ﹤0.01% | 1458 |
|
2021
Q1 | $334K | Hold |
3,665
| – | – | ﹤0.01% | 1697 |
|
2020
Q4 | $259K | Buy |
+3,665
| New | +$259K | ﹤0.01% | 1684 |
|
2017
Q3 | – | Sell |
-4,065
| Closed | -$90K | – | 3022 |
|
2017
Q2 | $90K | Buy |
4,065
+4,000
| +6,154% | +$88.6K | ﹤0.01% | 2047 |
|
2017
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 4355 |
|
2015
Q2 | – | Sell |
-600
| Closed | -$7K | – | 2268 |
|
2015
Q1 | $7K | Sell |
600
-1,000
| -63% | -$11.7K | ﹤0.01% | 3341 |
|
2014
Q4 | $17K | Buy |
+1,600
| New | +$17K | ﹤0.01% | 2735 |
|