Congress Wealth Management’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202M	Buy	1,275,965 +157,345	+14%	+$19.8M	1.95%	4
2025 Q1	$122M	Buy	1,118,620 +245,763	+28%	+$31.1M	1.46%	5
2024 Q4	$117M	Sell	872,857 -9,707	-1%	-$1.34M	1.61%	6
2024 Q3	$107M	Sell	882,564 -18,793	-2%	-$2.22M	1.43%	7
2024 Q2	$111M	Buy	901,357 +66,267	+8%	+$6.7M	1.77%	6
2024 Q1	$75.5M	Sell	835,090 -80,590	-9%	-$5.84M	1.3%	12
2023 Q4	$45.3M	Buy	915,680 +41,930	+5%	+$1.94M	0.83%	22
2023 Q3	$38M	Sell	873,750 -95,320	-10%	-$4.27M	0.79%	24
2023 Q2	$41M	Sell	969,070 -19,270	-2%	-$640K	0.95%	20
2023 Q1	$27.5M	Buy	988,340 +20,540	+2%	+$445K	0.66%	29
2022 Q4	$14.1M	Buy	967,800 +47,870	+5%	+$702K	0.36%	63
2022 Q3	$11.2M	Sell	919,930 -43,470	-5%	-$687K	0.3%	90
2022 Q2	$14.6M	Buy	963,400 +418,880	+77%	+$7.91M	0.37%	59
2022 Q1	$14.9M	Buy	544,520 +13,440	+3%	+$337K	0.32%	73
2021 Q4	$15.6M	Buy	+531,080	New	+$14.6M	0.31%	83