Evermay 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
$3.33M Buy
21,097
+318
+2% +$50.2K 0.41% 28
2025
Q1
$2.25M Buy
20,779
+10
+0% +$1.08K 0.3% 39
2024
Q4
$2.79M Buy
20,769
+139
+0.7% +$18.7K 0.42% 35
2024
Q3
$2.51M Buy
20,630
+466
+2% +$56.6K 0.4% 38
2024
Q2
$2.49M Buy
20,164
+144
+0.7% +$17.8K 0.4% 36
2024
Q1
$1.81M Sell
20,020
-1,700
-8% -$154K 0.27% 48
2023
Q4
$1.08M Buy
21,720
+9,170
+73% +$454K 0.2% 59
2023
Q3
$546K Sell
12,550
-350
-3% -$15.2K 0.11% 95
2023
Q2
$546K Buy
12,900
+4,390
+52% +$186K 0.11% 97
2023
Q1
$236K Sell
8,510
-470
-5% -$13.1K 0.05% 158
2022
Q4
$131K Buy
8,980
+1,830
+26% +$26.8K 0.03% 205
2022
Q3
$87K Buy
7,150
+1,770
+33% +$21.5K 0.02% 229
2022
Q2
$82K Buy
5,380
+790
+17% +$12K 0.02% 233
2022
Q1
$125K Sell
4,590
-400
-8% -$10.9K 0.02% 229
2021
Q4
$147K Buy
4,990
+800
+19% +$23.6K 0.03% 194
2021
Q3
$87K Sell
4,190
-1,410
-25% -$29.3K 0.02% 227
2021
Q2
$112K Buy
+5,600
New +$112K 0.02% 215