MassMutual Private Wealth & Trust’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 | $3.12K | Sell |
135
-244
| -64% | -$5.63K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $7.3K | Buy |
379
+311
| +457% | +$5.99K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $1.28K | Hold |
68
| – | – | ﹤0.01% | 1958 |
|
|
2024
Q3 | $1.59K | Buy |
+68
| New | +$1.59K | ﹤0.01% | 1716 |
|
|
2023
Q4 | – | Sell |
-104
| Closed | -$2.5K | – | 2046 |
|
|
2023
Q3 | $2.5K | Hold |
104
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q2 | $2.88K | Buy |
104
+48
| +86% | +$1.33K | ﹤0.01% | 1372 |
|
|
2023
Q1 | $1.46K | Buy |
56
+24
| +75% | +$624 | ﹤0.01% | 1503 |
|
|
2022
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1499 |
|