Elmwood 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 | $3.49M | Buy |
22,114
+1,614
| +8% | +$255K | 1.38% | 23 |
|
|
2025
Q1 | $2.22M | Buy |
20,500
+347
| +2% | +$37.6K | 0.91% | 44 |
|
|
2024
Q4 | $2.71M | Buy |
20,153
+150
| +0.7% | +$20.1K | 1.09% | 37 |
|
|
2024
Q3 | $2.43M | Buy |
20,003
+7,793
| +64% | +$946K | 1% | 42 |
|
|
2024
Q2 | $1.51M | Buy |
12,210
+250
| +2% | +$30.9K | 0.67% | 56 |
|
|
2024
Q1 | $1.08M | Buy |
+11,960
| New | +$1.08M | 0.46% | 71 |
|
|
2023
Q4 | – | Sell |
-12,980
| Closed | -$565K | – | 114 |
|
|
2023
Q3 | $565K | Hold |
12,980
| – | – | 0.27% | 92 |
|
|
2023
Q2 | $549K | Buy |
12,980
+270
| +2% | +$11.4K | 0.26% | 89 |
|
|
2023
Q1 | $353K | Buy |
+12,710
| New | +$353K | 0.17% | 99 |
|
|
2022
Q3 | – | Sell |
-13,440
| Closed | -$204K | – | 115 |
|
|
2022
Q2 | $204K | Buy |
13,440
+890
| +7% | +$13.5K | 0.12% | 109 |
|
|
2022
Q1 | $342K | Buy |
12,550
+240
| +2% | +$6.54K | 0.18% | 95 |
|
|
2021
Q4 | $362K | Buy |
+12,310
| New | +$362K | 0.17% | 93 |
|
|
2021
Q2 | $246K | Hold |
12,320
| – | – | 0.13% | 101 |
|
|
2021
Q1 | $164K | Buy |
+12,320
| New | +$164K | 0.1% | 113 |
|
|
2020
Q3 | $117K | Hold |
12,320
| – | – | 0.09% | 103 |
|
|
2020
Q2 | $117K | Buy |
12,320
+9,520
| +340% | +$90.4K | 0.09% | 103 |
|
|
2020
Q1 | $16.2K | Buy |
+2,800
| New | +$16.2K | 0.02% | 168 |
|
|
2019
Q4 | – | Sell |
-5,800
| Closed | -$25K | – | 192 |
|
|
2019
Q3 | $25K | Buy |
5,800
+1,200
| +26% | +$5.17K | 0.03% | 133 |
|
|
2019
Q2 | $19K | Buy |
4,600
+200
| +5% | +$826 | 0.02% | 163 |
|
|
2019
Q1 | $20K | Sell |
4,400
-173,000
| -98% | -$786K | 0.02% | 156 |
|
|
2018
Q4 | $592K | Buy |
177,400
+174,600
| +6,236% | +$583K | 0.57% | 60 |
|
|
2018
Q3 | $19.7K | Hold |
2,800
| – | – | 0.02% | 169 |
|
|
2018
Q2 | $16.6K | Hold |
2,800
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $16.2K | Buy |
+2,800
| New | +$16.2K | 0.02% | 168 |
|