Cooper/Haims Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
10,947
+140
+1% +$22.1K 0.85% 19
2025
Q1
$1.17M Sell
10,807
-200
-2% -$21.7K 0.63% 23
2024
Q4
$1.48M Sell
11,007
-855
-7% -$115K 0.84% 18
2024
Q3
$1.44M Sell
11,862
-36,209
-75% -$4.4M 0.79% 19
2024
Q2
$5.94M Sell
48,071
-2,119
-4% -$262K 3.33% 11
2024
Q1
$4.53M Buy
50,190
+35,180
+234% +$3.18M 2.64% 11
2023
Q4
$743K Sell
15,010
-180
-1% -$8.91K 0.42% 26
2023
Q3
$661K Sell
15,190
-910
-6% -$39.6K 0.51% 23
2023
Q2
$681K Sell
16,100
-3,110
-16% -$132K 0.52% 25
2023
Q1
$534K Sell
19,210
-20
-0.1% -$556 0.43% 31
2022
Q4
$281K Buy
19,230
+210
+1% +$3.07K 0.2% 49
2022
Q3
$231K Sell
19,020
-50,650
-73% -$615K 0.19% 56
2022
Q2
$1.06M Buy
69,670
+390
+0.6% +$5.91K 0.69% 22
2022
Q1
$1.89M Buy
69,280
+2,050
+3% +$55.9K 1.23% 16
2021
Q4
$1.98M Buy
67,230
+1,890
+3% +$55.6K 1.22% 19
2021
Q3
$1.35M Buy
65,340
+29,260
+81% +$606K 0.82% 22
2021
Q2
$722K Buy
36,080
+19,200
+114% +$384K 0.47% 28
2021
Q1
$225K Buy
+16,880
New +$225K 0.16% 67