Heartwood 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 | $974K | Sell |
6,166
-44
| -0.7% | -$6.95K | 0.1% | 82 |
|
|
2025
Q1 | $673K | Sell |
6,210
-3,347
| -35% | -$363K | 0.08% | 88 |
|
|
2024
Q4 | $1.28M | Buy |
9,557
+410
| +4% | +$55.1K | 0.14% | 51 |
|
|
2024
Q3 | $1.11M | Sell |
9,147
-613
| -6% | -$74.4K | 0.12% | 63 |
|
|
2024
Q2 | $1.21M | Sell |
9,760
-840
| -8% | -$104K | 0.14% | 50 |
|
|
2024
Q1 | $958K | Sell |
10,600
-170
| -2% | -$15.4K | 0.12% | 60 |
|
|
2023
Q4 | $533K | Sell |
10,770
-560
| -5% | -$27.7K | 0.07% | 80 |
|
|
2023
Q3 | $493K | Sell |
11,330
-230
| -2% | -$10K | 0.07% | 83 |
|
|
2023
Q2 | $489K | Buy |
+11,560
| New | +$489K | 0.07% | 85 |
|