Executive Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$25.1M Sell
186,591
-12,939
-6% -$1.74M 1.96% 9
2024
Q3
$24.2M Sell
199,530
-13,230
-6% -$1.61M 1.9% 11
2024
Q2
$26.3M Sell
212,760
-8,600
-4% -$1.06M 4.82% 5
2024
Q1
$20M Sell
221,360
-36,390
-14% -$3.29M 1.75% 13
2023
Q4
$12.8M Buy
257,750
+10,410
+4% +$516K 1.2% 19
2023
Q3
$10.8M Buy
247,340
+12,880
+5% +$560K 1.11% 19
2023
Q2
$9.92M Sell
234,460
-7,220
-3% -$305K 1.03% 24
2023
Q1
$6.71M Sell
241,680
-36,470
-13% -$1.01M 0.74% 42
2022
Q4
$4.06M Buy
278,150
+242,760
+686% +$3.55M 0.5% 63
2022
Q3
$3.54K Sell
35,390
-211,650
-86% -$21.2K 0.49% 63
2022
Q2
$3.74M Sell
247,040
-71,470
-22% -$1.08M 0.5% 60
2022
Q1
$8.69M Sell
318,510
-5,380
-2% -$147K 0.94% 23
2021
Q4
$9.53M Sell
323,890
-43,740
-12% -$1.29M 0.95% 27
2021
Q3
$7.62M Buy
367,630
+6,510
+2% +$135K 0.84% 28
2021
Q2
$7.22M Buy
361,120
+41,440
+13% +$829K 0.79% 30
2021
Q1
$4.27M Buy
319,680
+46,800
+17% +$625K 0.5% 65
2020
Q4
$3.56M Buy
272,880
+41,360
+18% +$540K 0.44% 60
2020
Q3
$3.13M Buy
231,520
+280
+0.1% +$3.79K 0.43% 55
2020
Q2
$2.2M Sell
231,240
-38,920
-14% -$370K 0.33% 55
2020
Q1
$1.78M Sell
270,160
-96,440
-26% -$635K 0.32% 57
2019
Q4
$2.16M Sell
366,600
-33,880
-8% -$199K 0.29% 61
2019
Q3
$1.74M Sell
400,480
-14,480
-3% -$63K 0.26% 61
2019
Q2
$1.7M Buy
414,960
+48,240
+13% +$198K 0.24% 72
2019
Q1
$1.65M Buy
366,720
+117,360
+47% +$527K 0.29% 61
2018
Q4
$832K Buy
+249,360
New +$832K 0.15% 85