Essex Private 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
Q3 | $1.44M | Buy |
11,818
+12
| +0.1% | +$1.46K | 3.38% | 10 |
|
2024
Q2 | $1.46M | Buy |
11,806
+1,776
| +18% | +$219K | 3.71% | 10 |
|
2024
Q1 | $906K | Buy |
10,030
+120
| +1% | +$10.8K | 2.57% | 13 |
|
2023
Q4 | $491K | Sell |
9,910
-2,240
| -18% | -$111K | 1.53% | 17 |
|
2023
Q3 | $529K | Sell |
12,150
-3,570
| -23% | -$155K | 1.81% | 14 |
|
2023
Q2 | $665K | Sell |
15,720
-2,810
| -15% | -$119K | 2.29% | 12 |
|
2023
Q1 | $515K | Sell |
18,530
-1,960
| -10% | -$54.4K | 1.87% | 15 |
|
2022
Q4 | $299K | Sell |
20,490
-380
| -2% | -$5.55K | 1.12% | 20 |
|
2022
Q3 | $253K | Sell |
20,870
-100
| -0.5% | -$1.21K | 1.01% | 22 |
|
2022
Q2 | $318K | Buy |
20,970
+2,700
| +15% | +$40.9K | 1.19% | 20 |
|
2022
Q1 | $499K | Buy |
18,270
+380
| +2% | +$10.4K | 1.35% | 21 |
|
2021
Q4 | $526K | Buy |
17,890
+4,440
| +33% | +$131K | 0.44% | 40 |
|
2021
Q3 | $279K | Buy |
+13,450
| New | +$279K | 0.25% | 57 |
|