Caliber Wealth Management (Utah)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $304K | Buy |
+3,360
| New | +$304K | 0.16% | 55 |
|
|
2023
Q2 | – | Sell |
-8,040
| Closed | -$223K | – | 61 |
|
|
2023
Q1 | $223K | Buy |
+8,040
| New | +$223K | 0.17% | 55 |
|
|
2022
Q4 | – | Sell |
-97,280
| Closed | -$1.18M | – | 94 |
|
|
2022
Q3 | $1.18M | Sell |
97,280
-7,640
| -7% | -$92.8K | 0.93% | 46 |
|
|
2022
Q2 | $1.59M | Buy |
104,920
+6,300
| +6% | +$95.5K | 1.24% | 38 |
|
|
2022
Q1 | $2.69M | Buy |
98,620
+9,590
| +11% | +$262K | 1.72% | 20 |
|
|
2021
Q4 | $2.4M | Buy |
89,030
+14,920
| +20% | +$402K | 1.66% | 22 |
|
|
2021
Q3 | $1.65M | Buy |
74,110
+6,270
| +9% | +$139K | 1.16% | 44 |
|
|
2021
Q2 | $1.36M | Buy |
67,840
+40
| +0.1% | +$800 | 0.96% | 43 |
|
|
2021
Q1 | $905K | Buy |
+67,800
| New | +$905K | 0.66% | 52 |
|