Crestmont Private 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 | $691K | Sell |
4,377
-2,581
| -37% | -$408K | 0.25% | 32 |
|
|
2025
Q1 | $754K | Buy |
6,958
+17
| +0.2% | +$1.84K | 0.33% | 18 |
|
|
2024
Q4 | $932K | Buy |
6,941
+790
| +13% | +$106K | 0.42% | 14 |
|
|
2024
Q3 | $747K | Hold |
6,151
| – | – | 0.33% | 16 |
|
|
2024
Q2 | $760K | Sell |
6,151
-59
| -1% | -$7.29K | 0.37% | 19 |
|
|
2024
Q1 | $561K | Hold |
6,210
| – | – | 0.28% | 17 |
|
|
2023
Q4 | $308K | Buy |
6,210
+40
| +0.6% | +$1.98K | 0.16% | 37 |
|
|
2023
Q3 | $268K | Sell |
6,170
-2,210
| -26% | -$96.1K | 0.16% | 39 |
|
|
2023
Q2 | $354K | Hold |
8,380
| – | – | 0.21% | 33 |
|
|
2023
Q1 | $233K | Buy |
+8,380
| New | +$233K | 0.15% | 46 |
|
|
2022
Q2 | – | Sell |
-760
| Closed | -$21K | – | 41 |
|
|
2022
Q1 | $21K | Buy |
+760
| New | +$21K | 0.02% | 36 |
|