Blue Bell Private 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
$1.67M Buy
10,584
+637
+6% +$101K 0.28% 64
2025
Q1
$1.08M Sell
9,947
-50
-0.5% -$5.42K 0.2% 76
2024
Q4
$1.34M Sell
9,997
-423
-4% -$56.8K 0.26% 66
2024
Q3
$1.27M Buy
10,420
+551
+6% +$66.9K 0.24% 70
2024
Q2
$1.22M Buy
9,869
+439
+5% +$54.2K 0.25% 66
2024
Q1
$852K Sell
9,430
-740
-7% -$66.9K 0.18% 78
2023
Q4
$504K Sell
10,170
-230
-2% -$11.4K 0.12% 97
2023
Q3
$452K Buy
10,400
+490
+5% +$21.3K 0.12% 94
2023
Q2
$419K Buy
9,910
+2,450
+33% +$104K 0.11% 96
2023
Q1
$207K Buy
7,460
+800
+12% +$22.2K 0.06% 120
2022
Q4
$97.3K Sell
6,660
-540
-8% -$7.89K 0.03% 166
2022
Q3
$87K Sell
7,200
-1,260
-15% -$15.2K 0.03% 170
2022
Q2
$128K Buy
8,460
+550
+7% +$8.32K 0.04% 135
2022
Q1
$216K Buy
7,910
+360
+5% +$9.83K 0.06% 100
2021
Q4
$222K Buy
+7,550
New +$222K 0.06% 97
2020
Q3
Sell
-5,560
Closed -$50K 195
2020
Q2
$50K Buy
+5,560
New +$50K 0.02% 105