Caldwell Trust’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55M | Buy |
348,306
+1,061
|
|
||||
|
2025
Q1 | $37.6M | Sell |
347,245
-10,099
|
|
||||
|
2024
Q4 | $48M | Sell |
357,344
-19,956
|
|
||||
|
2024
Q3 | $45.8M | Sell |
377,300
-26,092
|
|
||||
|
2024
Q2 | $49.8M | Sell |
403,392
-12,228
|
|
||||
|
2024
Q1 | $37.6M | Sell |
415,620
-17,080
|
|
||||
|
2023
Q4 | $21.4M | Sell |
432,700
-6,290
|
|
||||
|
2023
Q3 | $19.1M | Sell |
438,990
-3,590
|
|
||||
|
2023
Q2 | $18.7M | Buy |
442,580
+650
|
|
||||
|
2023
Q1 | $12.3M | Sell |
441,930
-6,270
|
|
||||
|
2022
Q4 | $6.55M | Sell |
448,200
-19,100
|
|
||||
|
2022
Q3 | $5.67M | Buy |
467,300
+3,740
|
|
||||
|
2022
Q2 | $7.03M | Sell |
463,560
-3,370
|
|
||||
|
2022
Q1 | $12.7M | Buy |
466,930
+3,660
|
|
||||
|
2021
Q4 | $13.6M | Buy |
463,270
+5,910
|
|
||||
|
2021
Q3 | $9.47M | Buy |
457,360
+49,800
|
|
||||
|
2021
Q2 | $8.15M | Sell |
407,560
-28,640
|
|
||||
|
2021
Q1 | $5.82M | Buy |
436,200
+21,040
|
|
||||
|
2020
Q4 | $5.42M | Buy |
415,160
+2,920
|
|
||||
|
2020
Q3 | $5.58M | Buy |
412,240
+17,920
|
|
||||
|
2020
Q2 | $3.75M | Sell |
394,320
-2,040
|
|
||||
|
2020
Q1 | $2.61M | Buy |
396,360
+32,360
|
|
||||
|
2019
Q4 | $2.14M | Buy |
+364,000
|
|