Northwestern Mutual Wealth Management’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 | $10.3K | Hold |
446
| – | – | ﹤0.01% | 2792 |
|
|
2025
Q1 | $8.59K | Hold |
446
| – | – | ﹤0.01% | 2792 |
|
|
2024
Q4 | $8.4K | Sell |
446
-3,566
| -89% | -$67.2K | ﹤0.01% | 2806 |
|
|
2024
Q3 | $93.8K | Buy |
4,012
+152
| +4% | +$3.55K | ﹤0.01% | 1915 |
|
|
2024
Q2 | $89.7K | Hold |
3,860
| – | – | ﹤0.01% | 1871 |
|
|
2024
Q1 | $94.6K | Sell |
3,860
-932
| -19% | -$22.8K | ﹤0.01% | 1826 |
|
|
2023
Q4 | $133K | Sell |
4,792
-9,372
| -66% | -$260K | ﹤0.01% | 1673 |
|
|
2023
Q3 | $341K | Sell |
14,164
-45,704
| -76% | -$1.1M | ﹤0.01% | 1285 |
|
|
2023
Q2 | $1.66M | Buy |
59,868
+59,664
| +29,247% | +$1.65M | ﹤0.01% | 765 |
|
|
2023
Q1 | $5.3K | Buy |
+204
| New | +$5.3K | ﹤0.01% | 2725 |
|