Caerus Investment Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
8,829
+154
| +2% | +$24.3K | 1.33% | 14 |
|
|
2025
Q1 | $940K | Buy |
8,675
+840
| +11% | +$91K | 0.91% | 15 |
|
|
2024
Q4 | $1.05M | Hold |
7,835
| – | – | 0.99% | 16 |
|
|
2024
Q3 | $951K | Buy |
7,835
+275
| +4% | +$33.4K | 0.9% | 16 |
|
|
2024
Q2 | $934K | Buy |
7,560
+210
| +3% | +$25.9K | 0.91% | 18 |
|
|
2024
Q1 | $664K | Sell |
7,350
-5,000
| -40% | -$452K | 0.64% | 20 |
|
|
2023
Q4 | $612K | Sell |
12,350
-7,180
| -37% | -$356K | 0.59% | 21 |
|
|
2023
Q3 | $850K | Sell |
19,530
-820
| -4% | -$35.7K | 0.87% | 14 |
|
|
2023
Q2 | $861K | Buy |
20,350
+290
| +1% | +$12.3K | 0.97% | 15 |
|
|
2023
Q1 | $557K | Hold |
20,060
| – | – | 0.64% | 23 |
|
|
2022
Q4 | $293K | Buy |
20,060
+3,000
| +18% | +$43.8K | 0.44% | 32 |
|
|
2022
Q3 | $207K | Sell |
17,060
-19,580
| -53% | -$238K | 0.26% | 53 |
|
|
2022
Q2 | $555K | Buy |
36,640
+2,680
| +8% | +$40.6K | 0.67% | 22 |
|
|
2022
Q1 | $576K | Sell |
33,960
-17,850
| -34% | -$303K | 0.7% | 22 |
|
|
2021
Q4 | $1.52M | Buy |
+51,810
| New | +$1.52M | 1.65% | 14 |
|