Financial Synergies Wealth 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 | $1.08M | Buy |
6,833
+2,806
| +70% | +$443K | 0.12% | 48 |
|
|
2025
Q1 | $436K | Buy |
4,027
+771
| +24% | +$83.6K | 0.05% | 57 |
|
|
2024
Q4 | $437K | Sell |
3,256
-785
| -19% | -$105K | 0.05% | 57 |
|
|
2024
Q3 | $491K | Buy |
4,041
+630
| +18% | +$76.5K | 0.06% | 57 |
|
|
2024
Q2 | $421K | Buy |
3,411
+461
| +16% | +$57K | 0.06% | 57 |
|
|
2024
Q1 | $267K | Buy |
2,950
+20
| +0.7% | +$1.81K | 0.04% | 64 |
|
|
2023
Q4 | $42.8K | Sell |
2,930
-20
| -0.7% | -$292 | 0.01% | 99 |
|
|
2023
Q3 | $128K | Hold |
2,950
| – | – | 0.02% | 79 |
|
|
2023
Q2 | $125K | Hold |
2,950
| – | – | 0.02% | 79 |
|
|
2023
Q1 | $81.9K | Buy |
2,950
+20
| +0.7% | +$556 | 0.01% | 91 |
|
|
2022
Q4 | $42.8K | Buy |
2,930
+70
| +2% | +$1.02K | 0.01% | 99 |
|
|
2022
Q3 | $34.7K | Buy |
2,860
+1,000
| +54% | +$12.1K | 0.01% | 104 |
|
|
2022
Q2 | $28.2K | Buy |
+1,860
| New | +$28.2K | ﹤0.01% | 124 |
|