Cedar Brook Financial Partners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,313
Closed -$1.77M 21
2024
Q2
$1.77M Sell
14,313
-36,507
-72% -$4.51M 13.3% 2
2024
Q1
$4.59M Buy
50,820
+940
+2% +$84.9K 0.91% 22
2023
Q4
$2.73M Buy
49,880
+1,640
+3% +$89.9K 0.61% 39
2023
Q3
$2.1M Sell
48,240
-1,100
-2% -$47.8K 0.55% 45
2023
Q2
$2.09M Sell
49,340
-1,060
-2% -$44.8K 0.5% 49
2023
Q1
$1.4M Buy
50,400
+2,150
+4% +$59.7K 0.36% 72
2022
Q4
$705K Sell
48,250
-4,660
-9% -$68.1K 0.2% 130
2022
Q3
$642K Buy
52,910
+120
+0.2% +$1.46K 0.21% 127
2022
Q2
$800K Sell
52,790
-1,010
-2% -$15.3K 0.25% 99
2022
Q1
$1.47M Buy
53,800
+12,300
+30% +$336K 0.38% 65
2021
Q4
$1.22M Sell
41,500
-1,720
-4% -$50.6K 0.31% 81
2021
Q3
$895K Buy
43,220
+1,020
+2% +$21.1K 0.27% 96
2021
Q2
$844K Buy
42,200
+1,800
+4% +$36K 0.24% 104
2021
Q1
$539K Buy
40,400
+6,160
+18% +$82.2K 0.19% 131
2020
Q4
$447K Buy
34,240
+1,520
+5% +$19.8K 0.16% 156
2020
Q3
$442K Sell
32,720
-5,040
-13% -$68.1K 0.17% 152
2020
Q2
$359K Sell
37,760
-1,080
-3% -$10.3K 0.16% 165
2020
Q1
$256K Buy
+38,840
New +$256K 0.14% 188
2019
Q2
Sell
-64,480
Closed -$290K 307
2019
Q1
$290K Buy
+64,480
New +$290K 0.14% 203