Creative Planning’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $17.2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $98K | Buy |
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|
2016
Q4 | $85K | Hold |
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|
2016
Q3 | $82K | Sell |
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|
2016
Q2 | $99K | Sell |
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|
2016
Q1 | $106K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Buy |
|