Creative Planning’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
47,154
-46,850
| -50% | -$1.08M | ﹤0.01% | 1777 |
|
|
2025
Q1 | $1.81M | Buy |
94,004
+81,259
| +638% | +$1.57M | ﹤0.01% | 1241 |
|
|
2024
Q4 | $240K | Buy |
+12,745
| New | +$240K | ﹤0.01% | 2829 |
|
|
2023
Q4 | – | Sell |
-716
| Closed | -$17.2K | – | 2913 |
|
|
2023
Q3 | $17.2K | Buy |
+716
| New | +$17.2K | ﹤0.01% | 2572 |
|
|
2017
Q3 | – | Sell |
-2,440
| Closed | -$26K | – | 3021 |
|
|
2017
Q2 | $26K | Sell |
2,440
-7,968
| -77% | -$84.9K | ﹤0.01% | 2964 |
|
|
2017
Q1 | $98K | Buy |
10,408
+240
| +2% | +$2.26K | ﹤0.01% | 1965 |
|
|
2016
Q4 | $85K | Hold |
10,168
| – | – | ﹤0.01% | 1964 |
|
|
2016
Q3 | $82K | Sell |
10,168
-3,808
| -27% | -$30.7K | ﹤0.01% | 1960 |
|
|
2016
Q2 | $99K | Sell |
13,976
-1,856
| -12% | -$13.1K | ﹤0.01% | 1679 |
|
|
2016
Q1 | $106K | Buy |
+15,832
| New | +$106K | ﹤0.01% | 1582 |
|
|
2015
Q4 | – | Sell |
-600
| Closed | -$3K | – | 4370 |
|
|
2015
Q3 | $3K | Buy |
+600
| New | +$3K | ﹤0.01% | 3770 |
|