Financial Symmetry’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
4,101
-450
| -10% | -$71.1K | 0.33% | 25 |
|
|
2025
Q1 | $493K | Sell |
4,551
-259
| -5% | -$28.1K | 0.3% | 26 |
|
|
2024
Q4 | $646K | Sell |
4,810
-843
| -15% | -$113K | 0.44% | 23 |
|
|
2024
Q3 | $687K | Buy |
5,653
+175
| +3% | +$21.3K | 0.48% | 21 |
|
|
2024
Q2 | $677K | Buy |
5,478
+808
| +17% | +$99.8K | 0.53% | 21 |
|
|
2024
Q1 | $422K | Buy |
+4,670
| New | +$422K | 0.37% | 23 |
|