Cassaday & Co 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 | $25.9M | Buy |
163,926
+4,024
| +3% | +$636K | 0.65% | 19 |
|
|
2025
Q1 | $17.3M | Sell |
159,902
-737
| -0.5% | -$79.9K | 0.49% | 21 |
|
|
2024
Q4 | $21.6M | Buy |
160,639
+1,735
| +1% | +$233K | 0.59% | 18 |
|
|
2024
Q3 | $19.3M | Buy |
158,904
+7,738
| +5% | +$940K | 0.55% | 18 |
|
|
2024
Q2 | $18.7M | Buy |
151,166
+8,446
| +6% | +$1.04M | 0.59% | 18 |
|
|
2024
Q1 | $12.9M | Buy |
142,720
+14,750
| +12% | +$1.33M | 0.42% | 22 |
|
|
2023
Q4 | $6.34M | Sell |
127,970
-8,450
| -6% | -$418K | 0.22% | 28 |
|
|
2023
Q3 | $5.93M | Buy |
136,420
+6,130
| +5% | +$267K | 0.25% | 27 |
|
|
2023
Q2 | $5.51M | Sell |
130,290
-1,750
| -1% | -$74K | 0.22% | 29 |
|
|
2023
Q1 | $3.67M | Buy |
132,040
+2,540
| +2% | +$70.6K | 0.16% | 33 |
|
|
2022
Q4 | $1.89M | Buy |
+129,500
| New | +$1.89M | 0.09% | 54 |
|