Heritage Investment Group’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
9,672
-1,034
| -10% | -$163K | 0.26% | 33 |
|
|
2025
Q1 | $1.16M | Buy |
10,706
+1,153
| +12% | +$125K | 0.22% | 34 |
|
|
2024
Q4 | $1.28M | Sell |
9,553
-490
| -5% | -$65.8K | 0.24% | 30 |
|
|
2024
Q3 | $1.22M | Buy |
10,043
+1,913
| +24% | +$232K | 0.23% | 32 |
|
|
2024
Q2 | $1M | Sell |
8,130
-250
| -3% | -$30.9K | 0.21% | 35 |
|
|
2024
Q1 | $757K | Buy |
8,380
+1,170
| +16% | +$106K | 0.16% | 43 |
|
|
2023
Q4 | $357K | Hold |
7,210
| – | – | 0.08% | 60 |
|
|
2023
Q3 | $314K | Buy |
7,210
+1,290
| +22% | +$56.2K | 0.09% | 60 |
|
|
2023
Q2 | $250K | Buy |
+5,920
| New | +$250K | 0.07% | 76 |
|