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