Envestnet Asset Management’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
Q2 | $4.7M | Buy |
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|
2025
Q1 | $3.54M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $3.83M | Buy |
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|
2024
Q2 | $3.67M | Buy |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $975K | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $945K | Buy |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $226K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $206K | Buy |
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