GoalVest 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 | $5.97M | Buy |
37,817
+2,337
| +7% | +$369K | 1.48% | 11 |
|
|
2025
Q1 | $3.85M | Buy |
35,480
+9,513
| +37% | +$1.03M | 1.06% | 15 |
|
|
2024
Q4 | $3.49M | Sell |
25,967
-2,181
| -8% | -$293K | 0.96% | 14 |
|
|
2024
Q3 | $3.42M | Buy |
28,148
+880
| +3% | +$107K | 0.98% | 12 |
|
|
2024
Q2 | $3.37M | Buy |
27,268
+898
| +3% | +$111K | 1.08% | 10 |
|
|
2024
Q1 | $2.38M | Buy |
26,370
+21,660
| +460% | +$1.96M | 0.79% | 16 |
|
|
2023
Q4 | $233K | Buy |
4,710
+1,140
| +32% | +$56.5K | 0.1% | 61 |
|
|
2023
Q3 | $155K | Buy |
3,570
+1,620
| +83% | +$70.5K | 0.08% | 81 |
|
|
2023
Q2 | $82.5K | Hold |
1,950
| – | – | 0.04% | 109 |
|
|
2023
Q1 | $54.2K | Hold |
1,950
| – | – | 0.03% | 114 |
|
|
2022
Q4 | $28.5K | Buy |
1,950
+1,080
| +124% | +$15.8K | 0.02% | 143 |
|
|
2022
Q3 | $11K | Sell |
870
-30,420
| -97% | -$385K | 0.01% | 183 |
|
|
2022
Q2 | $468K | Buy |
31,290
+980
| +3% | +$14.7K | 0.3% | 95 |
|
|
2022
Q1 | $827K | Buy |
+30,310
| New | +$827K | 0.47% | 61 |
|
|
2021
Q2 | $372K | Sell |
18,600
-14,360
| -44% | -$287K | 0.23% | 98 |
|
|
2021
Q1 | $440K | Sell |
32,960
-2,720
| -8% | -$36.3K | 0.33% | 90 |
|
|
2020
Q4 | $466K | Buy |
+35,680
| New | +$466K | 0.39% | 76 |
|