Pathstone Holdings’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 | $242K | Buy |
+10,498
| New | +$242K | ﹤0.01% | 1993 |
|
|
2025
Q1 | – | Sell |
-22,674
| Closed | -$427K | – | 2316 |
|
|
2024
Q4 | $427K | Buy |
22,674
+1,750
| +8% | +$33K | ﹤0.01% | 1798 |
|
|
2024
Q3 | $489K | Sell |
20,924
-44
| -0.2% | -$1.03K | ﹤0.01% | 1733 |
|
|
2024
Q2 | $487K | Buy |
20,968
+244
| +1% | +$5.67K | ﹤0.01% | 1703 |
|
|
2024
Q1 | $508K | Buy |
20,724
+1,036
| +5% | +$25.4K | ﹤0.01% | 1666 |
|
|
2023
Q4 | $547K | Buy |
+19,688
| New | +$547K | ﹤0.01% | 1445 |
|