Essex Investment Management’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 | $129K | Hold |
5,600
| – | – | 0.02% | 215 |
|
|
2025
Q1 | $108K | Hold |
5,600
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $106K | Hold |
5,600
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $131K | Hold |
5,600
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $130K | Hold |
5,600
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $137K | Hold |
5,600
| – | – | 0.03% | 214 |
|
|
2023
Q4 | $156K | Hold |
5,600
| – | – | 0.03% | 223 |
|
|
2023
Q3 | $135K | Sell |
5,600
-1,200
| -18% | -$28.9K | 0.02% | 281 |
|
|
2023
Q2 | $188K | Hold |
6,800
| – | – | 0.03% | 279 |
|
|
2023
Q1 | $177K | Hold |
6,800
| – | – | 0.03% | 279 |
|
|
2022
Q4 | $225K | Hold |
6,800
| – | – | 0.04% | 273 |
|
|
2022
Q3 | $210K | Hold |
6,800
| – | – | 0.03% | 275 |
|
|
2022
Q2 | $198K | Buy |
+6,800
| New | +$198K | 0.03% | 284 |
|