UMB Bank’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 | $14.5K | Sell |
630
-347
| -36% | -$8.01K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $18.8K | Buy |
977
+23
| +2% | +$443 | ﹤0.01% | 1343 |
|
|
2024
Q4 | $18K | Buy |
954
+430
| +82% | +$8.1K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $12.2K | Buy |
524
+64
| +14% | +$1.5K | ﹤0.01% | 1408 |
|
|
2024
Q2 | $10.7K | Sell |
460
-8
| -2% | -$186 | ﹤0.01% | 1254 |
|
|
2024
Q1 | $11.5K | Buy |
468
+32
| +7% | +$784 | ﹤0.01% | 1248 |
|
|
2023
Q4 | $12.1K | Buy |
+436
| New | +$12.1K | ﹤0.01% | 1238 |
|
|
2022
Q4 | – | Sell |
-332
| Closed | -$10K | – | 1798 |
|
|
2022
Q3 | $10K | Sell |
332
-228
| -41% | -$6.87K | ﹤0.01% | 1317 |
|
|
2022
Q2 | $16K | Hold |
560
| – | – | ﹤0.01% | 1258 |
|
|
2022
Q1 | $19K | Hold |
560
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q4 | $19K | Buy |
+560
| New | +$19K | ﹤0.01% | 1293 |
|