UBS AM’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 |
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|
2025
Q2 | $3.74M | Buy |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $1.49M | Hold |
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|
2023
Q4 | $1.69M | Hold |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.52M | Hold |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.35M | Hold |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.43M | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $980K | Buy |
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|
2021
Q1 | $909K | Buy |
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|
2020
Q4 | $448K | Sell |
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|
2020
Q3 | $560K | Buy |
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