Capstone Wealth Management Group (Pennsylvania)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
14,924
+10,824
| +264% | +$1.71M | 2.26% | 11 |
|
|
2025
Q1 | $444K | Sell |
4,100
-1,480
| -27% | -$160K | 0.25% | 53 |
|
|
2024
Q4 | $749K | Buy |
5,580
+1,555
| +39% | +$209K | 0.4% | 52 |
|
|
2024
Q3 | $489K | Buy |
4,025
+1,950
| +94% | +$237K | 0.29% | 55 |
|
|
2024
Q2 | $256K | Buy |
+2,075
| New | +$256K | 0.17% | 63 |
|
|
2023
Q2 | – | Sell |
-8,450
| Closed | -$235K | – | 60 |
|
|
2023
Q1 | $235K | Sell |
8,450
-8,700
| -51% | -$242K | 0.26% | 51 |
|
|
2022
Q4 | $251K | Sell |
17,150
-10,550
| -38% | -$154K | 0.27% | 55 |
|
|
2022
Q3 | $336K | Buy |
+27,700
| New | +$336K | 0.43% | 45 |
|
|
2022
Q2 | – | Sell |
-10,540
| Closed | -$288K | – | 64 |
|
|
2022
Q1 | $288K | Buy |
10,540
+3,670
| +53% | +$100K | 0.29% | 58 |
|
|
2021
Q4 | $202K | Buy |
+6,870
| New | +$202K | 0.16% | 80 |
|