Cherrydale 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 | $3.36M | Sell |
21,269
-196
| -0.9% | -$31K | 1.17% | 13 |
|
|
2025
Q1 | $2.33M | Sell |
21,465
-91
| -0.4% | -$9.86K | 0.92% | 15 |
|
|
2024
Q4 | $2.89M | Buy |
21,556
+162
| +0.8% | +$21.8K | 1.12% | 13 |
|
|
2024
Q3 | $2.6M | Buy |
21,394
+126
| +0.6% | +$15.3K | 1.06% | 14 |
|
|
2024
Q2 | $2.63M | Buy |
21,268
+2,028
| +11% | +$251K | 1.15% | 12 |
|
|
2024
Q1 | $1.74M | Buy |
19,240
+2,760
| +17% | +$249K | 0.81% | 15 |
|
|
2023
Q4 | $816K | Buy |
16,480
+640
| +4% | +$31.7K | 0.43% | 26 |
|
|
2023
Q3 | $689K | Buy |
15,840
+310
| +2% | +$13.5K | 0.41% | 26 |
|
|
2023
Q2 | $657K | Buy |
15,530
+640
| +4% | +$27.1K | 0.46% | 22 |
|
|
2023
Q1 | $414K | Sell |
14,890
-480
| -3% | -$13.3K | 0.31% | 24 |
|
|
2022
Q4 | $225K | Buy |
+15,370
| New | +$225K | 0.19% | 33 |
|
|
2022
Q2 | – | Sell |
-13,850
| Closed | -$378K | – | 42 |
|
|
2022
Q1 | $378K | Buy |
13,850
+860
| +7% | +$23.5K | 0.28% | 26 |
|
|
2021
Q4 | $382K | Buy |
+12,990
| New | +$382K | 0.29% | 26 |
|