Capital Performance 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
$9.01M Buy
57,029
+89
+0.2% +$14.1K 1.77% 13
2025
Q1
$6.17M Buy
56,940
+30,240
+113% +$3.28M 1.35% 15
2024
Q4
$3.59M Buy
26,700
+9,944
+59% +$1.34M 1.15% 15
2024
Q3
$2.03M Buy
16,756
+5,604
+50% +$681K 0.62% 24
2024
Q2
$1.38M Buy
11,152
+1,612
+17% +$199K 0.52% 29
2024
Q1
$862K Buy
9,540
+3,580
+60% +$323K 0.33% 33
2023
Q4
$295K Sell
5,960
-3,150
-35% -$156K 0.13% 51
2023
Q3
$396K Buy
9,110
+4,380
+93% +$191K 0.2% 37
2023
Q2
$200K Sell
4,730
-3,850
-45% -$163K 0.1% 56
2023
Q1
$238K Buy
+8,580
New +$238K 0.13% 41