CreativeOne Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.4M Buy
445,824
+22,201
+5% +$3.51M 1.84% 7
2025
Q1
$45.9M Buy
423,623
+45,786
+12% +$4.96M 1.37% 13
2024
Q4
$50.7M Buy
377,837
+96,585
+34% +$13M 1.55% 9
2024
Q3
$34.2M Buy
281,252
+97,111
+53% +$11.8M 1.16% 13
2024
Q2
$22.7M Sell
184,141
-31,959
-15% -$3.95M 1.15% 16
2024
Q1
$19.5M Buy
216,100
+104,610
+94% +$9.45M 0.78% 22
2023
Q4
$5.52M Buy
111,490
+17,880
+19% +$885K 0.35% 65
2023
Q3
$4.07M Sell
93,610
-49,180
-34% -$2.14M 0.29% 78
2023
Q2
$6.04M Sell
142,790
-16,280
-10% -$689K 0.28% 69
2023
Q1
$4.42M Sell
159,070
-15,840
-9% -$440K 0.22% 87
2022
Q4
$2.56M Sell
174,910
-31,410
-15% -$459K 0.14% 127
2022
Q3
$2.51M Buy
206,320
+27,560
+15% +$335K 0.15% 119
2022
Q2
$2.71M Sell
178,760
-19,440
-10% -$295K 0.15% 116
2022
Q1
$5.41M Buy
198,200
+56,700
+40% +$1.55M 0.28% 65
2021
Q4
$4.16M Sell
141,500
-5,540
-4% -$163K 0.21% 79
2021
Q3
$3.05M Sell
147,040
-131,480
-47% -$2.72M 0.18% 104
2021
Q2
$5.57M Buy
278,520
+179,920
+182% +$3.6M 0.34% 64
2021
Q1
$1.32M Buy
98,600
+6,960
+8% +$92.9K 0.1% 168
2020
Q4
$1.2M Buy
91,640
+69,400
+312% +$907K 0.1% 159
2020
Q3
$301K Sell
22,240
-3,640
-14% -$49.3K 0.04% 206
2020
Q2
$246K Buy
+25,880
New +$246K 0.04% 211