EWM
Empirical Wealth Management’s NVR NVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
664
-189
| -22% | -$1.4M | 0.11% | 134 |
|
|
2025
Q1 | $6.18M | Sell |
853
-1,546
| -64% | -$11.2M | 0.16% | 114 |
|
|
2024
Q4 | $19.6M | Buy |
2,399
+34
| +1% | +$278K | 0.53% | 36 |
|
|
2024
Q3 | $23.2M | Buy |
2,365
+138
| +6% | +$1.35M | 0.65% | 29 |
|
|
2024
Q2 | $16.9M | Buy |
2,227
+8
| +0.4% | +$60.7K | 0.5% | 37 |
|
|
2024
Q1 | $18M | Buy |
2,219
+106
| +5% | +$859K | 0.54% | 32 |
|
|
2023
Q4 | $14.8M | Buy |
2,113
+76
| +4% | +$532K | 0.49% | 35 |
|
|
2023
Q3 | $12.1M | Buy |
2,037
+103
| +5% | +$614K | 0.48% | 45 |
|
|
2023
Q2 | $12.3M | Sell |
1,934
-93
| -5% | -$591K | 0.49% | 40 |
|
|
2023
Q1 | $11.3M | Buy |
2,027
+93
| +5% | +$518K | 0.49% | 39 |
|
|
2022
Q4 | $8.92M | Buy |
1,934
+151
| +8% | +$697K | 0.42% | 48 |
|
|
2022
Q3 | $7.11M | Buy |
1,783
+532
| +43% | +$2.12M | 0.37% | 59 |
|
|
2022
Q2 | $5.01M | Buy |
+1,251
| New | +$5.01M | 0.26% | 74 |
|