CarsonAllaria Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
4,882
+125
| +3% | +$19.8K | 0.41% | 31 |
|
|
2025
Q1 | $516K | Buy |
4,757
+300
| +7% | +$32.5K | 0.3% | 36 |
|
|
2024
Q4 | $599K | Buy |
4,457
+100
| +2% | +$13.4K | 0.34% | 34 |
|
|
2024
Q3 | $529K | Buy |
4,357
+960
| +28% | +$117K | 0.3% | 37 |
|
|
2024
Q2 | $420K | Buy |
3,397
+327
| +11% | +$40.4K | 0.26% | 37 |
|
|
2024
Q1 | $278K | Sell |
3,070
-110
| -3% | -$9.96K | 0.17% | 48 |
|
|
2023
Q4 | $158K | Hold |
3,180
| – | – | 0.11% | 71 |
|
|
2023
Q3 | $139K | Sell |
3,180
-460
| -13% | -$20.1K | 0.11% | 74 |
|
|
2023
Q2 | $154K | Hold |
3,640
| – | – | 0.12% | 76 |
|
|
2023
Q1 | $101K | Buy |
3,640
+1,660
| +84% | +$46.2K | 0.09% | 85 |
|
|
2022
Q4 | $29K | Hold |
1,980
| – | – | 0.03% | 137 |
|
|
2022
Q3 | $24K | Hold |
1,980
| – | – | 0.02% | 136 |
|
|
2022
Q2 | $30K | Sell |
1,980
-10
| -0.5% | -$152 | 0.03% | 128 |
|
|
2022
Q1 | $54K | Sell |
1,990
-690
| -26% | -$18.7K | 0.05% | 107 |
|
|
2021
Q4 | $79K | Buy |
+2,680
| New | +$79K | 0.07% | 96 |
|