Charter Oak Capital Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.95M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $814K | Buy |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $5K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $16K | Buy |
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