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