Eads & Heald Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Sell |
45,264
-3,881
| -8% | -$613K | 3.53% | 1 |
|
|
2025
Q1 | $5.33M | Sell |
49,145
-3,226
| -6% | -$350K | 2.71% | 1 |
|
|
2024
Q4 | $7.03M | Sell |
52,371
-915
| -2% | -$123K | 3.46% | 1 |
|
|
2024
Q3 | $6.47M | Sell |
53,286
-6,578
| -11% | -$799K | 3.07% | 1 |
|
|
2024
Q2 | $7.4M | Sell |
59,864
-1,646
| -3% | -$203K | 3.57% | 1 |
|
|
2024
Q1 | $5.56M | Sell |
61,510
-590
| -1% | -$53.3K | 2.59% | 1 |
|
|
2023
Q4 | $3.08M | Sell |
62,100
-520
| -0.8% | -$25.7K | 1.48% | 6 |
|
|
2023
Q3 | $2.72M | Sell |
62,620
-8,150
| -12% | -$355K | 1.43% | 8 |
|
|
2023
Q2 | $2.99M | Sell |
70,770
-11,400
| -14% | -$482K | 1.47% | 7 |
|
|
2023
Q1 | $2.28M | Sell |
82,170
-7,990
| -9% | -$222K | 1.13% | 32 |
|
|
2022
Q4 | $1.32M | Sell |
90,160
-6,390
| -7% | -$93.4K | 0.67% | 73 |
|
|
2022
Q3 | $1.17M | Sell |
96,550
-4,150
| -4% | -$50.4K | 0.66% | 70 |
|
|
2022
Q2 | $1.53M | Sell |
100,700
-1,310
| -1% | -$19.9K | 0.82% | 53 |
|
|
2022
Q1 | $2.78M | Sell |
102,010
-3,990
| -4% | -$109K | 1.29% | 13 |
|
|
2021
Q4 | $3.12M | Sell |
106,000
-14,160
| -12% | -$417K | 1.36% | 11 |
|
|
2021
Q3 | $2.49M | Sell |
120,160
-5,880
| -5% | -$122K | 1.2% | 25 |
|
|
2021
Q2 | $2.52M | Sell |
126,040
-3,080
| -2% | -$61.6K | 1.23% | 20 |
|
|
2021
Q1 | $1.72M | Buy |
129,120
+6,080
| +5% | +$81.2K | 0.89% | 55 |
|
|
2020
Q4 | $1.61M | Sell |
123,040
-14,320
| -10% | -$187K | 0.87% | 55 |
|
|
2020
Q3 | $1.86M | Sell |
137,360
-53,200
| -28% | -$720K | 1.11% | 35 |
|
|
2020
Q2 | $1.81M | Sell |
190,560
-6,560
| -3% | -$62.3K | 1.1% | 38 |
|
|
2020
Q1 | $1.3M | Sell |
197,120
-12,000
| -6% | -$79.1K | 0.92% | 51 |
|
|
2019
Q4 | $1.23M | Sell |
209,120
-6,880
| -3% | -$40.5K | 0.65% | 72 |
|
|
2019
Q3 | $940K | Buy |
216,000
+960
| +0.4% | +$4.18K | 0.53% | 80 |
|
|
2019
Q2 | $883K | Buy |
215,040
+119,440
| +125% | +$490K | 0.5% | 84 |
|
|
2019
Q1 | $429K | Buy |
+95,600
| New | +$429K | 0.25% | 111 |
|