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 |
|