Everhart Financial Group’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Buy |
208,869
+4,024
| +2% | +$636K | 3.81% | 4 |
|
|
2025
Q1 | $22.2M | Buy |
204,845
+6,307
| +3% | +$684K | 3.04% | 6 |
|
|
2024
Q4 | $26.7M | Buy |
198,538
+15,685
| +9% | +$2.11M | 5.49% | 3 |
|
|
2024
Q3 | $22.2M | Buy |
182,853
+14,868
| +9% | +$1.81M | 4.92% | 2 |
|
|
2024
Q2 | $20.8M | Buy |
167,985
+15,885
| +10% | +$1.96M | 5.39% | 2 |
|
|
2024
Q1 | $13.7M | Buy |
152,100
+14,250
| +10% | +$1.29M | 4% | 3 |
|
|
2023
Q4 | $6.83M | Buy |
137,850
+14,020
| +11% | +$694K | 2.42% | 8 |
|
|
2023
Q3 | $5.04M | Buy |
123,830
+3,500
| +3% | +$142K | 2.14% | 8 |
|
|
2023
Q2 | $4.75M | Buy |
120,330
+15,640
| +15% | +$618K | 1.97% | 9 |
|
|
2023
Q1 | $2.91M | Sell |
104,690
-4,640
| -4% | -$129K | 1.3% | 17 |
|
|
2022
Q4 | $1.48M | Buy |
109,330
+70,560
| +182% | +$956K | 0.74% | 31 |
|
|
2022
Q3 | $471K | Sell |
38,770
-33,600
| -46% | -$408K | 0.26% | 73 |
|
|
2022
Q2 | $1.1M | Buy |
72,370
+2,490
| +4% | +$37.7K | 0.67% | 34 |
|
|
2022
Q1 | $1.91M | Buy |
69,880
+15,600
| +29% | +$426K | 1.1% | 23 |
|
|
2021
Q4 | $1.6M | Buy |
54,280
+7,160
| +15% | +$211K | 0.96% | 26 |
|
|
2021
Q3 | $977K | Buy |
47,120
+14,120
| +43% | +$293K | 0.67% | 35 |
|
|
2021
Q2 | $661K | Buy |
33,000
+8,880
| +37% | +$178K | 0.45% | 44 |
|
|
2021
Q1 | $322K | Buy |
24,120
+800
| +3% | +$10.7K | 0.28% | 57 |
|
|
2020
Q4 | $304K | Buy |
+23,320
| New | +$304K | 0.28% | 59 |
|