Principal Financial Group’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-260,781
| Closed | -$6.02M | – | 2308 |
|
|
2025
Q2 | $6.02M | Buy |
260,781
+1,049
| +0.4% | +$21K | ﹤0.01% | 1496 |
|
|
2025
Q1 | $5.01M | Buy |
259,732
+6,617
| +3% | +$121K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $4.77M | Buy |
253,115
+6,943
| +3% | +$152K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $5.75M | Sell |
246,172
-9,624
| -4% | -$229K | ﹤0.01% | 1515 |
|
|
2024
Q2 | $5.95M | Sell |
255,796
-9,820
| -4% | -$229K | ﹤0.01% | 1499 |
|
|
2024
Q1 | $6.51M | Sell |
265,616
-24,376
| -8% | -$633K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $8.06M | Buy |
289,992
+484
| +0.2% | +$12.3K | 0.01% | 1393 |
|
|
2023
Q3 | $6.96M | Sell |
289,508
-8,144
| -3% | -$210K | 0.01% | 1402 |
|
|
2023
Q2 | $8.24M | Sell |
297,652
-10,068
| -3% | -$247K | 0.01% | 1345 |
|
|
2023
Q1 | $8M | Sell |
307,720
-31,372
| -9% | -$942K | 0.01% | 1361 |
|
|
2022
Q4 | $11.2M | Buy |
339,092
+22,580
| +7% | +$785K | 0.01% | 1174 |
|
|
2022
Q3 | $9.8M | Sell |
316,512
-2,704
| -0.8% | -$88.4K | 0.01% | 1202 |
|
|
2022
Q2 | $9.32M | Sell |
319,216
-22,948
| -7% | -$688K | 0.01% | 1296 |
|
|
2022
Q1 | $11.4M | Sell |
342,164
-13,556
| -4% | -$398K | 0.01% | 1294 |
|
|
2021
Q4 | $12.3M | Buy |
+355,720
| New | +$10.2M | 0.01% | 1278 |
|
|
2021
Q2 | – | Sell |
-9,212
| Closed | -$222K | – | 2629 |
|
|
2021
Q1 | $222K | Sell |
9,212
-1,240
| -12% | -$29.6K | ﹤0.01% | 2359 |
|
|
2020
Q4 | $206K | Buy |
+10,452
| New | +$176K | ﹤0.01% | 2314 |
|
|
2019
Q2 | – | Sell |
-16,484
| Closed | -$245K | – | 2257 |
|
|
2019
Q1 | $245K | Sell |
16,484
-76
| -0.5% | -$1.31K | ﹤0.01% | 2089 |
|
|
2018
Q4 | $251K | Buy |
+16,560
| New | +$307K | ﹤0.01% | 2075 |
|
