Heritage Financial Services’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 | $7.63M | Sell |
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|
2025
Q2 | $6.65M | Buy |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $2.43M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $618K | Buy |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $69K | Buy |
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