Bernard Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.5M Sell
224,540
-11,164
-5% -$1.76M 16.44% 1
2025
Q1
$25.5M Sell
235,704
-4,795
-2% -$520K 12.47% 2
2024
Q4
$32.3M Buy
+240,499
New +$32.3M 15.2% 1