Burkett Financial Services’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
5,450
+70
| +1% | +$11.1K | 0.31% | 29 |
|
|
2025
Q1 | $583K | Buy |
5,380
+130
| +2% | +$14.1K | 0.24% | 32 |
|
|
2024
Q4 | $705K | Buy |
5,250
+1,001
| +24% | +$134K | 0.29% | 30 |
|
|
2024
Q3 | $516K | Buy |
4,249
+20
| +0.5% | +$2.43K | 0.21% | 32 |
|
|
2024
Q2 | $522K | Buy |
4,229
+329
| +8% | +$40.6K | 0.27% | 30 |
|
|
2024
Q1 | $353K | Sell |
3,900
-600
| -13% | -$54.3K | 0.18% | 35 |
|
|
2023
Q4 | $223K | Buy |
+4,500
| New | +$223K | 0.12% | 41 |
|