NPIC
Neumeier Poma Investment Counsel’s Cavco Industries CVCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
28,816
-15,995
| -36% | -$6.95M | 1.17% | 37 |
|
|
2025
Q1 | $23.3M | Buy |
44,811
+14,515
| +48% | +$7.54M | 2.5% | 18 |
|
|
2024
Q4 | $13.5M | Buy |
30,296
+679
| +2% | +$303K | 1.31% | 36 |
|
|
2024
Q3 | $12.7M | Buy |
29,617
+12,032
| +68% | +$5.15M | 1.21% | 35 |
|
|
2024
Q2 | $6.09M | Sell |
17,585
-465
| -3% | -$161K | 0.56% | 42 |
|
|
2024
Q1 | $7.2M | Sell |
18,050
-3,445
| -16% | -$1.37M | 0.66% | 38 |
|
|
2023
Q4 | $7.45M | Sell |
21,495
-35,085
| -62% | -$12.2M | 0.66% | 34 |
|
|
2023
Q3 | $15M | Sell |
56,580
-15,745
| -22% | -$4.18M | 1.47% | 30 |
|
|
2023
Q2 | $21.3M | Sell |
72,325
-3,400
| -4% | -$1M | 1.95% | 27 |
|
|
2023
Q1 | $24.1M | Buy |
75,725
+865
| +1% | +$275K | 2.24% | 22 |
|
|
2022
Q4 | $16.9M | Buy |
74,860
+6,120
| +9% | +$1.38M | 1.57% | 30 |
|
|
2022
Q3 | $14.1M | Buy |
68,740
+6,690
| +11% | +$1.38M | 1.4% | 31 |
|
|
2022
Q2 | $12.2M | Buy |
62,050
+1,040
| +2% | +$204K | 0.95% | 37 |
|
|
2022
Q1 | $14.7M | Buy |
+61,010
| New | +$14.7M | 0.99% | 37 |
|