Number of Shares
322,692
Previous 349,792 7.75%
Holding current value
$23.5 Million
Previous $25.3 Million 7.15%
% of portfolio
1.84%
Previous 1.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 01, 2025

SELL
N/A
-27,100 Reduced 7.75%
322,692 $23.5 Million
Q4 2024

Jan 06, 2025

BUY
N/A
349,792 New
349,792 $25.3 Million
Track This Portfolio

Track Neville Rodie & Shaw Inc Portfolio

Follow Neville Rodie & Shaw Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neville Rodie & Shaw Inc, based on Form 13F filings with the SEC.

News

Stay updated on Neville Rodie & Shaw Inc with notifications on news.