Pinnacle Associates’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $525K | Hold |
760
| – | – | 0.01% | 621 |
|
2025
Q1 | $431K | Hold |
760
| – | – | 0.01% | 643 |
|
2024
Q4 | $402K | Sell |
760
-25
| -3% | -$13.2K | 0.01% | 650 |
|
2024
Q3 | $428K | Hold |
785
| – | – | 0.01% | 598 |
|
2024
Q2 | $405K | Hold |
785
| – | – | 0.01% | 628 |
|
2024
Q1 | $498K | Hold |
785
| – | – | 0.01% | 587 |
|
2023
Q4 | $428K | Hold |
785
| – | – | 0.01% | 606 |
|
2023
Q3 | $357K | Hold |
785
| – | – | 0.01% | 624 |
|
2023
Q2 | $316K | Buy |
+785
| New | +$316K | 0.01% | 664 |
|