Creative Planning’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
1,431
+439
| +44% | +$3.24M | 0.01% | 504 |
|
|
2025
Q1 | $7.19M | Buy |
992
+2
| +0.2% | +$14.5K | 0.01% | 593 |
|
|
2024
Q4 | $8.1M | Buy |
990
+100
| +11% | +$818K | 0.01% | 522 |
|
|
2024
Q3 | $8.73M | Sell |
890
-2
| -0.2% | -$19.6K | 0.01% | 475 |
|
|
2024
Q2 | $6.77M | Buy |
892
+20
| +2% | +$152K | 0.01% | 526 |
|
|
2024
Q1 | $7.06M | Buy |
872
+25
| +3% | +$202K | 0.01% | 506 |
|
|
2023
Q4 | $5.93M | Buy |
847
+16
| +2% | +$112K | 0.01% | 520 |
|
|
2023
Q3 | $4.96M | Buy |
831
+14
| +2% | +$83.5K | 0.01% | 539 |
|
|
2023
Q2 | $5.19M | Buy |
817
+19
| +2% | +$121K | 0.01% | 510 |
|
|
2023
Q1 | $4.45M | Buy |
798
+16
| +2% | +$89.2K | 0.01% | 535 |
|
|
2022
Q4 | $3.61M | Buy |
782
+10
| +1% | +$46.1K | 0.01% | 563 |
|
|
2022
Q3 | $3.08M | Sell |
772
-1
| -0.1% | -$3.99K | 0.01% | 558 |
|
|
2022
Q2 | $3.1M | Buy |
773
+17
| +2% | +$68.1K | 0.01% | 574 |
|
|
2022
Q1 | $3.38M | Buy |
756
+2
| +0.3% | +$8.93K | 0.01% | 564 |
|
|
2021
Q4 | $4.46M | Sell |
754
-1
| -0.1% | -$5.91K | 0.01% | 440 |
|
|
2021
Q3 | $3.62M | Sell |
755
-1
| -0.1% | -$4.8K | 0.01% | 504 |
|
|
2021
Q2 | $3.76M | Sell |
756
-92
| -11% | -$458K | 0.01% | 483 |
|
|
2021
Q1 | $4M | Buy |
848
+81
| +11% | +$382K | 0.01% | 466 |
|
|
2020
Q4 | $3.13M | Buy |
767
+2
| +0.3% | +$8.16K | 0.01% | 492 |
|
|
2020
Q3 | $3.12M | Buy |
765
+6
| +0.8% | +$24.5K | 0.01% | 417 |
|
|
2020
Q2 | $2.47M | Sell |
759
-13
| -2% | -$42.4K | 0.01% | 431 |
|
|
2020
Q1 | $1.98M | Sell |
772
-1
| -0.1% | -$2.57K | 0.01% | 436 |
|
|
2019
Q4 | $2.94M | Sell |
773
-10
| -1% | -$38.1K | 0.01% | 398 |
|
|
2019
Q3 | $2.91M | Hold |
783
| – | – | 0.01% | 400 |
|
|
2019
Q2 | $2.64M | Hold |
783
| – | – | 0.01% | 420 |
|
|
2019
Q1 | $2.17M | Sell |
783
-20
| -2% | -$55.4K | 0.01% | 436 |
|
|
2018
Q4 | $1.96M | Sell |
803
-112
| -12% | -$273K | 0.01% | 426 |
|
|
2018
Q3 | $2.26M | Buy |
915
+64
| +8% | +$158K | 0.01% | 448 |
|
|
2018
Q2 | $2.53M | Sell |
851
-300
| -26% | -$891K | 0.01% | 416 |
|
|
2018
Q1 | $3.22M | Buy |
1,151
+157
| +16% | +$440K | 0.01% | 343 |
|
|
2017
Q4 | $3.49M | Sell |
994
-127
| -11% | -$446K | 0.02% | 318 |
|
|
2017
Q3 | $3.2M | Buy |
1,121
+182
| +19% | +$520K | 0.01% | 325 |
|
|
2017
Q2 | $2.26M | Buy |
939
+16
| +2% | +$38.6K | 0.01% | 405 |
|
|
2017
Q1 | $1.95M | Sell |
923
-9
| -1% | -$19K | 0.01% | 434 |
|
|
2016
Q4 | $1.56M | Sell |
932
-2
| -0.2% | -$3.34K | 0.01% | 477 |
|
|
2016
Q3 | $1.53M | Buy |
934
+129
| +16% | +$212K | 0.01% | 454 |
|
|
2016
Q2 | $1.43M | Buy |
805
+5
| +0.6% | +$8.9K | 0.01% | 420 |
|
|
2016
Q1 | $1.39M | Sell |
800
-75
| -9% | -$130K | 0.01% | 403 |
|
|
2015
Q4 | $1.44M | Hold |
875
| – | – | 0.01% | 389 |
|
|
2015
Q3 | $1.34M | Buy |
+875
| New | +$1.34M | 0.01% | 397 |
|
|
2015
Q2 | – | Sell |
-875
| Closed | -$1.16M | – | 2269 |
|
|
2015
Q1 | $1.16M | Hold |
875
| – | – | 0.01% | 416 |
|
|
2014
Q4 | $1.12M | Buy |
875
+10
| +1% | +$12.8K | 0.01% | 419 |
|
|
2014
Q3 | $977K | Hold |
865
| – | – | 0.01% | 411 |
|
|
2014
Q2 | $995K | Hold |
865
| – | – | 0.01% | 387 |
|
|
2014
Q1 | $992K | Sell |
865
-100
| -10% | -$115K | 0.01% | 371 |
|
|
2013
Q4 | $990K | Sell |
965
-1,118
| -54% | -$1.15M | 0.02% | 306 |
|
|
2013
Q3 | $1.92M | Hold |
2,083
| – | – | 0.04% | 158 |
|
|
2013
Q2 | $1.92M | Buy |
+2,083
| New | +$1.92M | 0.04% | 136 |
|