Evernest Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.65M | Sell |
16,744
-49,143
| -75% | -$7.76M | 0.86% | 24 |
|
2025
Q1 | $7.14M | Sell |
65,887
-1,613
| -2% | -$175K | 2.56% | 11 |
|
2024
Q4 | $9.06M | Buy |
67,500
+30,238
| +81% | +$4.06M | 2.35% | 13 |
|
2024
Q3 | $4.53M | Sell |
37,262
-21,578
| -37% | -$2.62M | 1.22% | 18 |
|
2024
Q2 | $7.27M | Sell |
58,840
-75,230
| -56% | -$9.29M | 3.26% | 9 |
|
2024
Q1 | $10.2M | Buy |
134,070
+14,240
| +12% | +$1.09M | 4.84% | 6 |
|
2023
Q4 | $5.93M | Buy |
+119,830
| New | +$5.93M | 3.01% | 9 |
|
2021
Q4 | $8.59M | Buy |
+119,050
| New | +$8.59M | 4.45% | 6 |
|