BFA
Brendel Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
21,829
+2,031
| +10% | +$321K | 1.93% | 18 |
|
|
2025
Q1 | $2.15M | Buy |
19,798
+14,879
| +302% | +$1.61M | 1.3% | 34 |
|
|
2024
Q4 | $661K | Sell |
4,919
-95
| -2% | -$12.8K | 0.4% | 56 |
|
|
2024
Q3 | $609K | Sell |
5,014
-48
| -0.9% | -$5.83K | 0.35% | 61 |
|
|
2024
Q2 | $625K | Buy |
5,062
+4,548
| +885% | +$562K | 0.4% | 61 |
|
|
2024
Q1 | $464K | Sell |
514
-32
| -6% | -$28.9K | 0.53% | 40 |
|
|
2023
Q4 | $270K | Sell |
546
-2
| -0.4% | -$989 | 0.18% | 77 |
|
|
2023
Q3 | $238K | Sell |
548
-1
| -0.2% | -$434 | 0.35% | 39 |
|
|
2023
Q2 | $232K | Buy |
+549
| New | +$232K | 0.35% | 40 |
|
|
2022
Q2 | – | Sell |
-1,385
| Closed | -$378K | – | 111 |
|
|
2022
Q1 | $378K | Sell |
1,385
-429
| -24% | -$117K | 0.21% | 81 |
|
|
2021
Q4 | $534K | Buy |
1,814
+107
| +6% | +$31.5K | 0.28% | 67 |
|
|
2021
Q3 | $354K | Buy |
1,707
+1,652
| +3,004% | +$343K | 0.42% | 44 |
|
|
2021
Q2 | $44K | Buy |
+55
| New | +$44K | 0.02% | 179 |
|