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