Beta Wealth Group’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
10,994
-1,490
| -12% | -$235K | 0.64% | 40 |
|
|
2025
Q1 | $1.35M | Sell |
12,484
-8,287
| -40% | -$898K | 0.49% | 41 |
|
|
2024
Q4 | $2.79M | Sell |
20,771
-690
| -3% | -$92.7K | 1.23% | 25 |
|
|
2024
Q3 | $2.61M | Buy |
21,461
+10,069
| +88% | +$1.22M | 1.18% | 28 |
|
|
2024
Q2 | $1.41M | Buy |
11,392
+6,402
| +128% | +$791K | 0.67% | 38 |
|
|
2024
Q1 | $451K | Buy |
4,990
+300
| +6% | +$27.1K | 0.22% | 72 |
|
|
2023
Q4 | $232K | Sell |
4,690
-110
| -2% | -$5.44K | 0.12% | 95 |
|
|
2023
Q3 | $209K | Sell |
4,800
-280
| -6% | -$12.2K | 0.12% | 95 |
|
|
2023
Q2 | $215K | Buy |
+5,080
| New | +$215K | 0.12% | 94 |
|