CM Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
68,040
-11,759
| -15% | -$1.86M | 3.16% | 9 |
|
|
2025
Q1 | $8.65M | Sell |
79,799
-8
| -0% | -$867 | 2.77% | 9 |
|
|
2024
Q4 | $10.7M | Buy |
79,807
+69,987
| +713% | +$9.4M | 3.5% | 7 |
|
|
2024
Q3 | $1.19M | Sell |
9,820
-4,010
| -29% | -$487K | 0.39% | 23 |
|
|
2024
Q2 | $1.71M | Sell |
13,830
-11,580
| -46% | -$1.43M | 0.81% | 16 |
|
|
2024
Q1 | $2.3M | Buy |
+25,410
| New | +$2.3M | 0.66% | 21 |
|
|
2023
Q3 | – | Sell |
-19,500
| Closed | -$912K | – | 142 |
|
|
2023
Q2 | $912K | Sell |
19,500
-132,170
| -87% | -$6.18M | 0.3% | 34 |
|
|
2023
Q1 | $4.09M | Buy |
+151,670
| New | +$4.09M | 0.79% | 13 |
|