Zurich Cantonal 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 | $274K | Sell |
11,867
-6,722
| -36% | -$155K | ﹤0.01% | 2001 |
|
|
2025
Q1 | $358K | Hold |
18,589
| – | – | ﹤0.01% | 1791 |
|
|
2024
Q4 | $350K | Buy |
18,589
+3,797
| +26% | +$71.5K | ﹤0.01% | 1843 |
|
|
2024
Q3 | $346K | Hold |
14,792
| – | – | ﹤0.01% | 1791 |
|
|
2024
Q2 | $344K | Buy |
14,792
+3,120
| +27% | +$72.5K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $286K | Hold |
11,672
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q4 | $324K | Buy |
11,672
+3,032
| +35% | +$84.2K | ﹤0.01% | 1796 |
|
|
2023
Q3 | $208K | Hold |
8,640
| – | – | ﹤0.01% | 1957 |
|
|
2023
Q2 | $239K | Buy |
8,640
+1,992
| +30% | +$55.2K | ﹤0.01% | 1806 |
|
|
2023
Q1 | $173K | Hold |
6,648
| – | – | ﹤0.01% | 1970 |
|
|
2022
Q4 | $220K | Hold |
6,648
| – | – | ﹤0.01% | 1762 |
|
|
2022
Q3 | $206K | Hold |
6,648
| – | – | ﹤0.01% | 1740 |
|
|
2022
Q2 | $194K | Hold |
6,648
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q1 | $222K | Buy |
6,648
+32
| +0.5% | +$1.07K | ﹤0.01% | 1823 |
|
|
2021
Q4 | $228K | Buy |
6,616
+1,932
| +41% | +$66.6K | ﹤0.01% | 1983 |
|
|
2021
Q3 | $115K | Hold |
4,684
| – | – | ﹤0.01% | 2262 |
|
|
2021
Q2 | $111K | Buy |
4,684
+2,272
| +94% | +$53.8K | ﹤0.01% | 2165 |
|
|
2021
Q1 | $58K | Hold |
2,412
| – | – | ﹤0.01% | 2352 |
|
|
2020
Q4 | $48K | Hold |
2,412
| – | – | ﹤0.01% | 2445 |
|
|
2020
Q3 | $32K | Hold |
2,412
| – | – | ﹤0.01% | 2383 |
|
|
2020
Q2 | $31K | Hold |
2,412
| – | – | ﹤0.01% | 2355 |
|
|
2020
Q1 | $25K | Hold |
2,412
| – | – | ﹤0.01% | 2271 |
|
|
2019
Q4 | $30K | Hold |
2,412
| – | – | ﹤0.01% | 2383 |
|
|
2019
Q3 | $41K | Hold |
2,412
| – | – | ﹤0.01% | 2163 |
|
|
2019
Q2 | $49K | Hold |
2,412
| – | – | ﹤0.01% | 2073 |
|
|
2019
Q1 | $36K | Buy |
2,412
+732
| +44% | +$10.9K | ﹤0.01% | 2183 |
|
|
2018
Q4 | $25K | Hold |
1,680
| – | – | ﹤0.01% | 2372 |
|
|
2018
Q3 | $36K | Buy |
1,680
+404
| +32% | +$8.66K | ﹤0.01% | 2301 |
|
|
2018
Q2 | $22K | Sell |
1,276
-1,544
| -55% | -$26.6K | ﹤0.01% | 2415 |
|
|
2018
Q1 | $39K | Buy |
+2,820
| New | +$39K | ﹤0.01% | 2203 |
|