Heritage Financial Services’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Buy |
42,092
+16,714
| +66% | +$2.64M | 0.64% | 14 |
|
|
2025
Q1 | $2.75M | Sell |
25,378
-416
| -2% | -$45.1K | 0.27% | 18 |
|
|
2024
Q4 | $3.46M | Sell |
25,794
-559
| -2% | -$75.1K | 0.46% | 14 |
|
|
2024
Q3 | $3.2M | Sell |
26,353
-408
| -2% | -$49.5K | 0.43% | 16 |
|
|
2024
Q2 | $3.31M | Sell |
26,761
-139
| -0.5% | -$17.2K | 0.47% | 16 |
|
|
2024
Q1 | $2.43M | Sell |
26,900
-420
| -2% | -$38K | 0.36% | 16 |
|
|
2023
Q4 | $1.35M | Buy |
27,320
+13,120
| +92% | +$650K | 0.23% | 24 |
|
|
2023
Q3 | $618K | Buy |
14,200
+1,470
| +12% | +$63.9K | 0.12% | 39 |
|
|
2023
Q2 | $539K | Sell |
12,730
-2,010
| -14% | -$85K | 0.11% | 48 |
|
|
2023
Q1 | $409K | Buy |
+14,740
| New | +$409K | 0.09% | 52 |
|
|
2022
Q3 | – | Sell |
-4,560
| Closed | -$69K | – | 333 |
|
|
2022
Q2 | $69K | Buy |
+4,560
| New | +$69K | 0.04% | 136 |
|