CFM
Comprehensive Financial Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,500
| Closed | -$813K | – | 46 |
|
|
2025
Q1 | $813K | Buy |
7,500
+2,500
| +50% | +$271K | 0.03% | 31 |
|
|
2024
Q4 | $671K | Buy |
5,000
+1,000
| +25% | +$134K | 0.02% | 33 |
|
|
2024
Q3 | $486K | Hold |
4,000
| – | – | 0.01% | 35 |
|
|
2024
Q2 | $494K | Buy |
4,000
+3,300
| +471% | +$408K | 0.02% | 34 |
|
|
2024
Q1 | $632K | Hold |
700
| – | – | 0.02% | 31 |
|
|
2023
Q4 | $347K | Hold |
700
| – | – | 0.01% | 36 |
|
|
2023
Q3 | $304K | Buy |
+700
| New | +$304K | 0.01% | 40 |
|