Forthright Family Wealth Advisory’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
4,669
+1,129
| +32% | +$178K | 0.47% | 31 |
|
|
2025
Q1 | $384K | Sell |
3,540
-479
| -12% | -$51.9K | 0.25% | 39 |
|
|
2024
Q4 | $540K | Sell |
4,019
-12
| -0.3% | -$1.61K | 0.35% | 35 |
|
|
2024
Q3 | $574K | Buy |
4,031
+54
| +1% | +$7.69K | 0.37% | 33 |
|
|
2024
Q2 | $491K | Buy |
3,977
+1,027
| +35% | +$127K | 0.32% | 44 |
|
|
2024
Q1 | $267K | Buy |
+2,950
| New | +$267K | 0.18% | 51 |
|