Cassady Schiller Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $927K | Buy |
6,904
+1,192
| +21% | +$160K | 0.34% | 48 |
|
|
2024
Q3 | $694K | Sell |
5,712
-20
| -0.3% | -$2.43K | 0.25% | 55 |
|
|
2024
Q2 | $708K | Buy |
5,732
+32
| +0.6% | +$3.95K | 0.29% | 54 |
|
|
2024
Q1 | $515K | Buy |
5,700
+310
| +6% | +$28K | 0.23% | 64 |
|
|
2023
Q4 | $267K | Hold |
5,390
| – | – | 0.13% | 86 |
|
|
2023
Q3 | $235K | Hold |
5,390
| – | – | 0.13% | 90 |
|
|
2023
Q2 | $228K | Buy |
5,390
+410
| +8% | +$17.3K | 0.12% | 95 |
|
|
2023
Q1 | $138K | Hold |
4,980
| – | – | 0.07% | 123 |
|
|
2022
Q4 | $72.8K | Buy |
+4,980
| New | +$72.8K | 0.04% | 159 |
|
|
2022
Q1 | – | Sell |
-5,500
| Closed | -$162K | – | 434 |
|
|
2021
Q4 | $162K | Buy |
+5,500
| New | +$162K | 0.1% | 110 |
|