Liberty One 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
Q1 | – | Sell |
-6,779
| Closed | -$128K | – | 152 |
|
|
2024
Q4 | $128K | Buy |
6,779
+291
| +4% | +$5.48K | 0.01% | 148 |
|
|
2024
Q3 | $152K | Sell |
6,488
-440
| -6% | -$10.3K | 0.02% | 144 |
|
|
2024
Q2 | $161K | Sell |
6,928
-1,120
| -14% | -$26K | 0.02% | 146 |
|
|
2024
Q1 | $197K | Buy |
8,048
+956
| +13% | +$23.4K | 0.02% | 135 |
|
|
2023
Q4 | $197K | Sell |
7,092
-244
| -3% | -$6.78K | 0.02% | 123 |
|
|
2023
Q3 | $176K | Sell |
7,336
-700
| -9% | -$16.8K | 0.03% | 113 |
|
|
2023
Q2 | $223K | Buy |
8,036
+16
| +0.2% | +$443 | 0.03% | 111 |
|
|
2023
Q1 | $208K | Sell |
8,020
-612
| -7% | -$15.9K | 0.03% | 114 |
|
|
2022
Q4 | $286K | Sell |
8,632
-176
| -2% | -$5.82K | 0.04% | 111 |
|
|
2022
Q3 | $273K | Sell |
8,808
-3,620
| -29% | -$112K | 0.04% | 111 |
|
|
2022
Q2 | $294K | Buy |
12,428
+3,096
| +33% | +$73.2K | 0.05% | 116 |
|
|
2022
Q1 | $311K | Buy |
9,332
+920
| +11% | +$30.7K | 0.05% | 111 |
|
|
2021
Q4 | $290K | Sell |
8,412
-3,512
| -29% | -$121K | 0.04% | 114 |
|
|
2021
Q3 | $294K | Sell |
11,924
-504
| -4% | -$12.4K | 0.05% | 121 |
|
|
2021
Q2 | $294K | Buy |
12,428
+3,064
| +33% | +$72.5K | 0.05% | 123 |
|
|
2021
Q1 | $226K | Buy |
+9,364
| New | +$226K | 0.04% | 125 |
|