Heritage Family Offices’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Hold	5,439	–	–	0.3%	82
2025 Q1	$589K	Buy	5,439 +1,137	+26%	+$123K	0.3%	81
2024 Q4	$578K	Buy	4,302 +2,272	+112%	+$305K	0.29%	78
2024 Q3	$247K	Sell	2,030 -50	-2%	-$6.07K	0.13%	152
2024 Q2	$257K	Buy	+2,080	New	+$257K	0.14%	132