Mercer Global Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
17,559
+258
| +1% | +$5.11K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $319K | Buy |
17,301
+838
| +5% | +$15.5K | ﹤0.01% | 1727 |
|
|
2024
Q4 | $352K | Buy |
16,463
+2,794
| +20% | +$59.8K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $238K | Sell |
13,669
-2,874
| -17% | -$50K | ﹤0.01% | 1721 |
|
|
2024
Q2 | $285K | Buy |
16,543
+18
| +0.1% | +$310 | ﹤0.01% | 1602 |
|
|
2024
Q1 | $295K | Sell |
16,525
-822
| -5% | -$14.7K | ﹤0.01% | 1568 |
|
|
2023
Q4 | $350K | Buy |
17,347
+1,463
| +9% | +$29.5K | ﹤0.01% | 1516 |
|
|
2023
Q3 | $263K | Sell |
15,884
-861
| -5% | -$14.3K | ﹤0.01% | 1611 |
|
|
2023
Q2 | $222K | Sell |
16,745
-20
| -0.1% | -$265 | ﹤0.01% | 1682 |
|
|
2023
Q1 | $280K | Buy |
16,765
+121
| +0.7% | +$2.02K | ﹤0.01% | 1553 |
|
|
2022
Q4 | $429K | Sell |
16,644
-323
| -2% | -$8.33K | ﹤0.01% | 1283 |
|
|
2022
Q3 | $430K | Buy |
16,967
+3,991
| +31% | +$101K | ﹤0.01% | 1203 |
|
|
2022
Q2 | $322K | Sell |
12,976
-434
| -3% | -$10.8K | ﹤0.01% | 1392 |
|
|
2022
Q1 | $311K | Buy |
13,410
+876
| +7% | +$20.3K | ﹤0.01% | 1487 |
|
|
2021
Q4 | $268K | Sell |
12,534
-4,929
| -28% | -$105K | ﹤0.01% | 1523 |
|
|
2021
Q3 | $356K | Buy |
+17,463
| New | +$356K | ﹤0.01% | 1343 |
|
|
2019
Q3 | – | Sell |
-23,679
| Closed | -$498K | – | 1142 |
|
|
2019
Q2 | $498K | Buy |
+23,679
| New | +$498K | 0.01% | 684 |
|