GeoWealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.1M Buy
152,422
+11,780
+8% +$1.86M 0.94% 20
2025
Q1
$15.2M Sell
140,642
-54,693
-28% -$5.93M 0.61% 29
2024
Q4
$26.2M Buy
195,335
+1,400
+0.7% +$188K 0.86% 20
2024
Q3
$23.6M Sell
193,935
-12,735
-6% -$1.55M 0.83% 22
2024
Q2
$25.5M Buy
206,670
+5,040
+2% +$623K 1.11% 18
2024
Q1
$18.2M Buy
201,630
+82,120
+69% +$7.42M 0.7% 30
2023
Q4
$5.92M Buy
119,510
+97,770
+450% +$4.84M 0.49% 54
2023
Q3
$947K Buy
21,740
+19,130
+733% +$833K 0.11% 149
2023
Q2
$111K Buy
2,610
+1,780
+214% +$75.7K 0.01% 281
2023
Q1
$23K Sell
830
-21,640
-96% -$600K ﹤0.01% 311
2022
Q4
$329K Sell
22,470
-23,350
-51% -$342K 0.03% 180
2022
Q3
$556K Buy
45,820
+3,750
+9% +$45.5K 0.06% 153
2022
Q2
$638K Sell
42,070
-210
-0.5% -$3.19K 0.09% 135
2022
Q1
$1.16M Sell
42,280
-17,680
-29% -$483K 0.1% 134
2021
Q4
$1.76M Sell
59,960
-43,580
-42% -$1.28M 0.14% 108
2021
Q3
$2.15M Buy
+103,540
New +$2.15M 0.18% 107