Heritage Family Offices’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Buy
2025
Q2
$596K Hold
2025
Q1
$589K Buy
2024
Q4
$578K Buy
2024
Q3
$247K Sell
2024
Q2
$257K Buy