Heirloom 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 | $30.5M | Buy |
192,885
+1,121
| +0.6% | +$177K | 8.05% | 3 |
|
|
2025
Q1 | $20.8M | Buy |
191,764
+25,569
| +15% | +$2.77M | 5.96% | 4 |
|
|
2024
Q4 | $22.3M | Sell |
166,195
-5,857
| -3% | -$787K | 6.7% | 5 |
|
|
2024
Q3 | $20.9M | Buy |
172,052
+3,459
| +2% | +$420K | 6.52% | 5 |
|
|
2024
Q2 | $20.8M | Buy |
168,593
+3,113
| +2% | +$385K | 6.75% | 5 |
|
|
2024
Q1 | $15M | Buy |
165,480
+71,900
| +77% | +$6.5M | 5.09% | 7 |
|
|
2023
Q4 | $4.63M | Buy |
93,580
+88,980
| +1,934% | +$4.41M | 1.78% | 20 |
|
|
2023
Q3 | $200K | Buy |
+4,600
| New | +$200K | 0.09% | 52 |
|
|
2022
Q2 | $4.96M | Buy |
290,100
+57,430
| +25% | +$981K | 4.06% | 12 |
|
|
2022
Q1 | $4.12M | Buy |
232,670
+12,090
| +5% | +$214K | 2.86% | 14 |
|
|
2021
Q4 | $5.16M | Buy |
+220,580
| New | +$5.16M | 4.42% | 11 |
|