Oak Ridge Investments’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-81,792
| Closed | -$1.54M | – | 168 |
|
|
2024
Q4 | $1.54M | Sell |
81,792
-310,704
| -79% | -$5.85M | 0.12% | 100 |
|
|
2024
Q3 | $2.29M | Buy |
392,496
+291,120
| +287% | +$1.7M | 0.2% | 86 |
|
|
2024
Q2 | $2.36M | Sell |
101,376
-12,312
| -11% | -$286K | 0.22% | 88 |
|
|
2024
Q1 | $2.79M | Buy |
113,688
+10,508
| +10% | +$257K | 0.28% | 83 |
|
|
2023
Q4 | $2.87M | Sell |
103,180
-23,380
| -18% | -$649K | 0.33% | 81 |
|
|
2023
Q3 | $3.04M | Sell |
126,560
-996
| -0.8% | -$24K | 0.39% | 72 |
|
|
2023
Q2 | $3.53M | Sell |
127,556
-6,648
| -5% | -$184K | 0.44% | 70 |
|
|
2023
Q1 | $3.49M | Sell |
134,204
-7,836
| -6% | -$204K | 0.47% | 73 |
|
|
2022
Q4 | $4.7M | Sell |
142,040
-2,368
| -2% | -$78.3K | 0.7% | 49 |
|
|
2022
Q3 | $4.47M | Buy |
+144,408
| New | +$4.47M | 0.68% | 45 |
|