Great Waters Wealth 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
$5.87M Sell
37,171
-1,221
-3% -$193K 0.76% 14
2025
Q1
$4.16M Sell
38,392
-2,108
-5% -$228K 0.58% 15
2024
Q4
$5.44M Sell
40,500
-13,724
-25% -$1.84M 0.7% 15
2024
Q3
$6.58M Buy
54,224
+337
+0.6% +$40.9K 0.89% 15
2024
Q2
$6.66M Buy
53,887
+1,127
+2% +$139K 1.02% 15
2024
Q1
$4.77M Buy
52,760
+1,340
+3% +$121K 0.78% 15
2023
Q4
$2.45M Sell
51,420
-150
-0.3% -$7.14K 0.43% 20
2023
Q3
$2.36M Hold
51,570
0.47% 22
2023
Q2
$2.18M Buy
51,570
+13,510
+35% +$571K 0.43% 23
2023
Q1
$1.03M Hold
38,060
0.22% 41
2022
Q4
$735K Buy
+38,060
New +$735K 0.16% 47