Avantra Family Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.09M Buy
32,222
+649
+2% +$103K 4.2% 4
2025
Q1
$3.42M Buy
31,573
+800
+3% +$86.7K 3.28% 3
2024
Q4
$4.13M Buy
+30,773
New +$4.13M 3.86% 3