MIM
Montgomery Investment Management’s NVR NVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
1,459
-80
| -5% | -$591K | 4.17% | 6 |
|
|
2025
Q1 | $11.1M | Sell |
1,539
-71
| -4% | -$514K | 4.44% | 6 |
|
|
2024
Q4 | $13.2M | Sell |
1,610
-30
| -2% | -$245K | 5.18% | 5 |
|
|
2024
Q3 | $16.1M | Hold |
1,640
| – | – | 5.83% | 3 |
|
|
2024
Q2 | $12.4M | Hold |
1,640
| – | – | 4.92% | 4 |
|
|
2024
Q1 | $13.3M | Sell |
1,640
-1,440
| -47% | -$11.7M | 5.07% | 3 |
|
|
2023
Q4 | $21.6M | Sell |
3,080
-100
| -3% | -$700K | 6.63% | 2 |
|
|
2023
Q3 | $19M | Hold |
3,180
| – | – | 6.54% | 2 |
|
|
2023
Q2 | $20.2M | Hold |
3,180
| – | – | 6.79% | 2 |
|
|
2023
Q1 | $17.7M | Hold |
3,180
| – | – | 6.26% | 2 |
|
|
2022
Q4 | $14.7M | Hold |
3,180
| – | – | 5.21% | 4 |
|
|
2022
Q3 | $12.7M | Hold |
3,180
| – | – | 5.2% | 4 |
|
|
2022
Q2 | $12.7M | Hold |
3,180
| – | – | 5.15% | 3 |
|
|
2022
Q1 | $14.2M | Hold |
3,180
| – | – | 4.86% | 4 |
|
|
2021
Q4 | $18.8M | Sell |
3,180
-50
| -2% | -$295K | 6.32% | 2 |
|
|
2021
Q3 | $15.5M | Hold |
3,230
| – | – | 5.78% | 3 |
|
|
2021
Q2 | $16.1M | Hold |
3,230
| – | – | 5.96% | 4 |
|
|
2021
Q1 | $15.2M | Hold |
3,230
| – | – | 5.83% | 3 |
|
|
2020
Q4 | $13.2M | Hold |
3,230
| – | – | 6.04% | 2 |
|
|
2020
Q3 | $13.2M | Sell |
3,230
-360
| -10% | -$1.47M | 6.92% | 2 |
|
|
2020
Q2 | $11.7M | Sell |
3,590
-200
| -5% | -$652K | 6.35% | 2 |
|
|
2020
Q1 | $9.74M | Hold |
3,790
| – | – | 6.34% | 2 |
|
|
2019
Q4 | $14.4M | Hold |
3,790
| – | – | 5.9% | 3 |
|
|
2019
Q3 | $14.1M | Hold |
3,790
| – | – | 6.02% | 3 |
|
|
2019
Q2 | $12.8M | Sell |
3,790
-50
| -1% | -$169K | 5.59% | 3 |
|
|
2019
Q1 | $10.6M | Hold |
3,840
| – | – | 4.74% | 4 |
|
|
2018
Q4 | $9.36M | Hold |
3,840
| – | – | 4.75% | 3 |
|
|
2018
Q3 | $9.49M | Hold |
3,840
| – | – | 3.9% | 5 |
|
|
2018
Q2 | $11.4M | Hold |
3,840
| – | – | 4.7% | 3 |
|
|
2018
Q1 | $10.8M | Hold |
3,840
| – | – | 4.52% | 5 |
|
|
2017
Q4 | $13.5M | Sell |
3,840
-20
| -0.5% | -$70.2K | 5.47% | 3 |
|
|
2017
Q3 | $11M | Buy |
3,860
+10
| +0.3% | +$28.5K | 4.9% | 5 |
|
|
2017
Q2 | $9.28M | Hold |
3,850
| – | – | 4.25% | 5 |
|
|
2017
Q1 | $8.11M | Hold |
3,850
| – | – | 3.49% | 6 |
|
|
2016
Q4 | $6.43M | Hold |
3,850
| – | – | 2.76% | 10 |
|
|
2016
Q3 | $6.31M | Hold |
3,850
| – | – | 2.96% | 8 |
|
|
2016
Q2 | $6.86M | Sell |
3,850
-100
| -3% | -$178K | 3.32% | 6 |
|
|
2016
Q1 | $6.84M | Hold |
3,950
| – | – | 3.93% | 5 |
|
|
2015
Q4 | $6.49M | Hold |
3,950
| – | – | 3.67% | 6 |
|
|
2015
Q3 | $6.02M | Hold |
3,950
| – | – | 3.55% | 6 |
|
|
2015
Q2 | $5.29M | Hold |
3,950
| – | – | 2.71% | 12 |
|
|
2015
Q1 | $5.25M | Hold |
3,950
| – | – | 2.64% | 11 |
|
|
2014
Q4 | $5.04M | Buy |
3,950
+1,980
| +101% | +$2.53M | 2.41% | 10 |
|
|
2014
Q3 | $2.23M | Hold |
1,970
| – | – | 1.54% | 16 |
|
|
2014
Q2 | $2.27M | Hold |
1,970
| – | – | 1.73% | 16 |
|
|
2014
Q1 | $2.26M | Hold |
1,970
| – | – | 1.84% | 15 |
|
|
2013
Q4 | $2.02M | Hold |
1,970
| – | – | 1.65% | 17 |
|
|
2013
Q3 | $1.81M | Hold |
1,970
| – | – | 0.99% | 33 |
|
|
2013
Q2 | $1.82M | Buy |
+1,970
| New | +$1.82M | 0.99% | 30 |
|