Punch & Associates Investment Management’s Cavco Industries CVCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
42,675
+153
| +0.4% | +$66.5K | 1.14% | 23 |
|
|
2025
Q1 | $22.1M | Buy |
42,522
+633
| +2% | +$329K | 1.45% | 15 |
|
|
2024
Q4 | $18.7M | Sell |
41,889
-123
| -0.3% | -$54.9K | 1.02% | 24 |
|
|
2024
Q3 | $18M | Buy |
42,012
+1,046
| +3% | +$448K | 0.99% | 27 |
|
|
2024
Q2 | $14.2M | Buy |
40,966
+13,985
| +52% | +$4.84M | 0.83% | 38 |
|
|
2024
Q1 | $10.8M | Buy |
26,981
+3,049
| +13% | +$1.22M | 0.61% | 63 |
|
|
2023
Q4 | $8.3M | Buy |
23,932
+288
| +1% | +$99.8K | 0.49% | 86 |
|
|
2023
Q3 | $6.28M | Buy |
+23,644
| New | +$6.28M | 0.4% | 104 |
|