Beta Wealth Group’s NVIDIA NVDA Stock Holding History

Beta Wealth Group’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.74M	Sell
2025 Q1	$1.35M	Sell
2024 Q4	$2.79M	Sell
2024 Q3	$2.61M	Buy
2024 Q2	$1.41M	Buy
2024 Q1	$451K	Buy
2023 Q4	$232K	Sell
2023 Q3	$209K	Sell
2023 Q2	$215K	Buy