Bernardo Wealth Planning’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.15M | Buy |
12,318
+935
| +8% | +$172K | 0.42% | 32 |
|
|
2025
Q4 | $2.12M | Buy |
11,383
+1,495
| +15% | +$278K | 0.4% | 33 |
|
|
2025
Q3 | $1.84M | Buy |
9,888
+1,129
| +13% | +$197K | 0.36% | 37 |
|
|
2025
Q2 | $1.38M | Sell |
8,759
-805
| -8% | -$101K | 0.3% | 39 |
|
|
2025
Q1 | $1.04M | Buy |
9,564
+918
| +11% | +$116K | 0.25% | 44 |
|
|
2024
Q4 | $1.18M | Sell |
8,646
-923
| -10% | -$127K | 0.28% | 41 |
|
|
2024
Q3 | $1.31M | Buy |
9,569
+1,573
| +20% | +$186K | 0.32% | 38 |
|
|
2024
Q2 | $988K | Buy |
7,996
+3,376
| +73% | +$341K | 0.27% | 42 |
|
|
2024
Q1 | $418K | Buy |
+4,620
| New | +$335K | 0.12% | 66 |
|
|
2023
Q3 | – | Sell |
-4,760
| Closed | -$202K | – | 90 |
|
|
2023
Q2 | $202K | Sell |
4,760
-13,920
| -75% | -$462K | 0.08% | 83 |
|
|
2023
Q1 | $519K | Sell |
18,680
-5,610
| -23% | -$121K | 0.22% | 54 |
|
|
2022
Q4 | $355K | Sell |
24,290
-5,360
| -18% | -$78.6K | 0.17% | 62 |
|
|
2022
Q3 | $369K | Buy |
29,650
+1,580
| +6% | +$25K | 0.21% | 53 |
|
|
2022
Q2 | $425K | Buy |
28,070
+6,540
| +30% | +$123K | 0.24% | 52 |
|
|
2022
Q1 | $587K | Buy |
21,530
+5,990
| +39% | +$150K | 0.29% | 46 |
|
|
2021
Q4 | $457K | Buy |
15,540
+370
| +2% | +$10.2K | 0.22% | 51 |
|
|
2021
Q3 | $314K | Buy |
15,170
+1,690
| +13% | +$35.1K | 0.18% | 58 |
|
|
2021
Q2 | $269K | Buy |
+13,480
| New | +$216K | 0.16% | 64 |
|
|
2021
Q1 | – | Sell |
-74,720
| Closed | -$975K | – | 125 |
|
|
2020
Q4 | $975K | Buy |
74,720
+1,040
| +1% | +$13.9K | 0.38% | 54 |
|
|
2020
Q3 | $997K | Buy |
73,680
+3,720
| +5% | +$43.3K | 0.45% | 45 |
|
|
2020
Q2 | $664K | Sell |
69,960
-1,240
| -2% | -$10K | 0.36% | 55 |
|
|
2020
Q1 | $469K | Sell |
71,200
-1,600
| -2% | -$10.1K | 0.33% | 77 |
|
|
2019
Q4 | $428K | Sell |
72,800
-9,760
| -12% | -$50.8K | 0.26% | 93 |
|
|
2019
Q3 | $359K | Sell |
82,560
-21,000
| -20% | -$88.3K | 0.26% | 104 |
|
|
2019
Q2 | $425K | Buy |
103,560
+10,200
| +11% | +$42.3K | 0.33% | 82 |
|
|
2019
Q1 | $419K | Buy |
+93,360
| New | +$362K | 0.33% | 81 |
|
Other funds holding NVDA
VCM
VPM
