Convergence Financial’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.2M Sell
70,929
-2,315
-3% -$366K 1.93% 15
2025
Q1
$7.94M Sell
73,244
-2,069
-3% -$224K 1.56% 20
2024
Q4
$10.1M Sell
75,313
-3,824
-5% -$514K 2.02% 16
2024
Q3
$9.61M Sell
79,137
-2,084
-3% -$253K 2.04% 13
2024
Q2
$10M Buy
+81,221
New +$10M 2.65% 10