Curi Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,600
| Closed | -$773K | – | 97 |
|
|
2023
Q4 | $773K | Buy |
15,600
+1,200
| +8% | +$59.4K | 0.11% | 74 |
|
|
2023
Q3 | $626K | Sell |
14,400
-8,880
| -38% | -$386K | 0.1% | 75 |
|
|
2023
Q2 | $985K | Sell |
23,280
-800
| -3% | -$33.8K | 0.13% | 68 |
|
|
2023
Q1 | $669K | Sell |
24,080
-10,200
| -30% | -$283K | 0.1% | 90 |
|
|
2022
Q4 | $501K | Buy |
34,280
+310
| +0.9% | +$4.53K | 0.07% | 111 |
|
|
2022
Q3 | $412K | Buy |
33,970
+18,430
| +119% | +$224K | 0.07% | 112 |
|
|
2022
Q2 | $236K | Buy |
15,540
+2,440
| +19% | +$37.1K | 0.05% | 100 |
|
|
2022
Q1 | $357K | Buy |
13,100
+10,600
| +424% | +$289K | 0.06% | 79 |
|
|
2021
Q4 | $73K | Buy |
+2,500
| New | +$73K | 0.01% | 161 |
|
|
2021
Q1 | – | Sell |
-800
| Closed | -$10K | – | 360 |
|
|
2020
Q4 | $10K | Buy |
+800
| New | +$10K | 0.01% | 251 |
|