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Concentric Wealth Management’s NVIDIA NVDA Stock Holding History

Concentric Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$750K Sell
6,179
-2,097
-25% -$255K 0.18% 83
2024
Q2 		$1.02M Buy
8,276
+7,653
+1,228% +$945K 0.27% 72
2024
Q1 		$563K Buy
623
+178
+40% +$161K 0.15% 92
2023
Q4 		$220K Buy
+445
New +$220K 0.06% 122