Concord Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Buy |
206,491
+16,088
| +8% | +$2.54M | 4.76% | 1 |
|
|
2025
Q1 | $20.6M | Buy |
190,403
+2,603
| +1% | +$282K | 3.39% | 6 |
|
|
2024
Q4 | $25.2M | Sell |
187,800
-26,023
| -12% | -$3.49M | 4.13% | 4 |
|
|
2024
Q3 | $26M | Buy |
213,823
+27,374
| +15% | +$3.32M | 4.33% | 2 |
|
|
2024
Q2 | $23M | Sell |
186,449
-3,311
| -2% | -$409K | 4.06% | 2 |
|
|
2024
Q1 | $17.1M | Sell |
189,760
-8,270
| -4% | -$747K | 3.09% | 6 |
|
|
2023
Q4 | $9.81M | Buy |
198,030
+27,020
| +16% | +$1.34M | 1.96% | 13 |
|
|
2023
Q3 | $7.44M | Buy |
171,010
+8,580
| +5% | +$373K | 1.58% | 19 |
|
|
2023
Q2 | $6.87M | Sell |
162,430
-14,510
| -8% | -$614K | 1.48% | 21 |
|
|
2023
Q1 | $4.91M | Sell |
176,940
-780
| -0.4% | -$21.7K | 1.39% | 21 |
|
|
2022
Q4 | $2.6M | Sell |
177,720
-24,620
| -12% | -$360K | 0.78% | 28 |
|
|
2022
Q3 | $2.46M | Sell |
202,340
-6,630
| -3% | -$80.5K | 0.78% | 26 |
|
|
2022
Q2 | $3.17M | Buy |
208,970
+9,670
| +5% | +$147K | 0.87% | 21 |
|
|
2022
Q1 | $5.44M | Buy |
199,300
+27,160
| +16% | +$741K | 1.41% | 15 |
|
|
2021
Q4 | $5.06M | Buy |
172,140
+152,400
| +772% | +$4.48M | 1.24% | 14 |
|
|
2021
Q3 | $409K | Sell |
19,740
-9,140
| -32% | -$189K | 0.17% | 45 |
|
|
2021
Q2 | $578K | Buy |
28,880
+1,080
| +4% | +$21.6K | 0.17% | 57 |
|
|
2021
Q1 | $371K | Buy |
27,800
+13,360
| +93% | +$178K | 0.13% | 83 |
|
|
2020
Q4 | $189K | Buy |
+14,440
| New | +$189K | 0.15% | 78 |
|