WealthPlan Investment Management’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
38
-7
| -16% | -$51.7K | 0.02% | 297 |
|
|
2025
Q1 | $326K | Buy |
45
+10
| +29% | +$72.4K | 0.03% | 215 |
|
|
2024
Q4 | $286K | Hold |
35
| – | – | 0.03% | 224 |
|
|
2024
Q3 | $343K | Sell |
35
-1
| -3% | -$9.81K | 0.03% | 190 |
|
|
2024
Q2 | $273K | Hold |
36
| – | – | 0.04% | 159 |
|
|
2024
Q1 | $292K | Hold |
36
| – | – | 0.04% | 155 |
|
|
2023
Q4 | $252K | Sell |
36
-1
| -3% | -$7K | 0.04% | 170 |
|
|
2023
Q3 | $221K | Buy |
37
+30
| +429% | +$179K | 0.04% | 162 |
|
|
2023
Q2 | $44.5K | Sell |
7
-30
| -81% | -$191K | 0.01% | 203 |
|
|
2023
Q1 | $206K | Sell |
37
-12
| -24% | -$66.9K | 0.04% | 157 |
|
|
2022
Q4 | $255K | Sell |
49
-8
| -14% | -$41.6K | 0.02% | 336 |
|
|
2022
Q3 | $269K | Buy |
+57
| New | +$269K | 0.02% | 310 |
|
|
2022
Q1 | $2.47M | Buy |
+564
| New | +$2.47M | 0.17% | 107 |
|