AWM
NVEE

Abound Wealth Management’s NV5 Global NVEE Stock Holding History

Abound Wealth Management’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$231 Hold
2025
Q1 		$193 Buy
2024
Q3 		– Sell
2024
Q2 		$279 Hold
2024
Q1 		$295 Hold
2023
Q4 		$334 Hold
2023
Q3 		$289 Hold
2023
Q2 		$333 Buy