Creative Planning’s Nova NVMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Buy |
4,282
+2,202
| +106% | +$970K | ﹤0.01% | 1950 |
|
|
2025
Q4 | $683K | Buy |
2,080
+132
| +7% | +$42.4K | ﹤0.01% | 2582 |
|
|
2025
Q3 | $623K | Buy |
1,948
+285
| +17% | +$78.7K | ﹤0.01% | 2539 |
|
|
2025
Q2 | $458K | Buy |
1,663
+88
| +6% | +$17.9K | ﹤0.01% | 2538 |
|
|
2025
Q1 | $290K | Buy |
1,575
+86
| +6% | +$19.9K | ﹤0.01% | 2784 |
|
|
2024
Q4 | $293K | Sell |
1,489
-7
| -0.5% | -$1.34K | ﹤0.01% | 2684 |
|
|
2024
Q3 | $312K | Sell |
1,496
-2,071
| -58% | -$442K | ﹤0.01% | 2486 |
|
|
2024
Q2 | $837K | Buy |
3,567
+155
| +5% | +$30.7K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $605K | Buy |
3,412
+248
| +8% | +$39.2K | ﹤0.01% | 1706 |
|
|
2023
Q4 | $435K | Sell |
3,164
-321
| -9% | -$37.1K | ﹤0.01% | 1800 |
|
|
2023
Q3 | $392K | Buy |
3,485
+74
| +2% | +$8.7K | ﹤0.01% | 1732 |
|
|
2023
Q2 | $400K | Buy |
3,411
+518
| +18% | +$53K | ﹤0.01% | 1703 |
|
|
2023
Q1 | $302K | Buy |
2,893
+10
| +0.3% | +$935 | ﹤0.01% | 1819 |
|
|
2022
Q4 | $235K | Sell |
2,883
-702
| -20% | -$57.3K | ﹤0.01% | 1911 |
|
|
2022
Q3 | $306K | Buy |
3,585
+370
| +12% | +$36.3K | ﹤0.01% | 1633 |
|
|
2022
Q2 | $285K | Buy |
3,215
+114
| +4% | +$11.4K | ﹤0.01% | 1649 |
|
|
2022
Q1 | $338K | Hold |
3,101
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q4 | $454K | Sell |
3,101
-470
| -13% | -$56.9K | ﹤0.01% | 1373 |
|
|
2021
Q3 | $365K | Buy |
3,571
+106
| +3% | +$10.5K | ﹤0.01% | 1482 |
|
|
2021
Q2 | $357K | Sell |
3,465
-200
| -5% | -$19.3K | ﹤0.01% | 1464 |
|
|
2021
Q1 | $334K | Hold |
3,665
| – | – | ﹤0.01% | 1725 |
|
|
2020
Q4 | $259K | Buy |
+3,665
| New | +$228K | ﹤0.01% | 1712 |
|
|
2017
Q3 | – | Sell |
-4,065
| Closed | -$90K | – | 3105 |
|
|
2017
Q2 | $90K | Buy |
4,065
+4,000
| +6,154% | +$89K | ﹤0.01% | 2061 |
|
|
2017
Q1 | $1K | Buy |
+65
| New | +$1.04K | ﹤0.01% | 4474 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$7K | – | 2378 |
|
|
2015
Q1 | $7K | Sell |
600
-1,000
| -63% | -$11.2K | ﹤0.01% | 3397 |
|
|
2014
Q4 | $17K | Buy |
+1,600
| New | +$16.4K | ﹤0.01% | 2770 |
|
Other funds holding NVMI
HIIFS
MIFH
CI
UIM
MMH
VCM
WA
