Petrus Trust Company’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 | – | Sell |
-13,884
| Closed | -$268K | – | 657 |
|
|
2025
Q1 | $268K | Buy |
13,884
+2,624
| +23% | +$50.6K | 0.03% | 437 |
|
|
2024
Q4 | $212K | Hold |
11,260
| – | – | 0.02% | 532 |
|
|
2024
Q3 | $263K | Sell |
11,260
-13,744
| -55% | -$321K | 0.03% | 454 |
|
|
2024
Q2 | $581K | Hold |
25,004
| – | – | 0.05% | 179 |
|
|
2024
Q1 | $613K | Buy |
+25,004
| New | +$613K | 0.06% | 134 |
|
|
2023
Q4 | – | Sell |
-17,068
| Closed | -$411K | – | 701 |
|
|
2023
Q3 | $411K | Buy |
17,068
+7,288
| +75% | +$175K | 0.04% | 249 |
|
|
2023
Q2 | $271K | Buy |
+9,780
| New | +$271K | 0.03% | 418 |
|