Lodestone Wealth Management’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Hold |
264
| – | – | 0.95% | 37 |
|
|
2025
Q1 | $1.91M | Sell |
264
-45
| -15% | -$326K | 1.02% | 38 |
|
|
2024
Q4 | $2.53M | Sell |
309
-6
| -2% | -$49.1K | 1.27% | 26 |
|
|
2024
Q3 | $3.09M | Buy |
315
+1
| +0.3% | +$9.81K | 1.55% | 19 |
|
|
2024
Q2 | $2.38M | Sell |
314
-24
| -7% | -$182K | 1.26% | 26 |
|
|
2024
Q1 | $2.74M | Sell |
338
-34
| -9% | -$275K | 1.44% | 21 |
|
|
2023
Q4 | $2.6M | Hold |
372
| – | – | 1.51% | 17 |
|
|
2023
Q3 | $2.22M | Sell |
372
-13
| -3% | -$77.5K | 1.55% | 18 |
|
|
2023
Q2 | $2.44M | Sell |
385
-23
| -6% | -$146K | 1.68% | 15 |
|
|
2023
Q1 | $2.27M | Hold |
408
| – | – | 1.75% | 12 |
|
|
2022
Q4 | $1.88M | Buy |
+408
| New | +$1.88M | 1.52% | 19 |
|