Heritage Oak Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$636K	Sell	4,023 -300	-7%	-$47.4K	0.25%	41
2025 Q1	$469K	Sell	4,323 -84	-2%	-$9.1K	0.21%	47
2024 Q4	$592K	Sell	4,407 -36,826	-89%	-$4.95M	0.28%	39
2024 Q3	$5.01M	Buy	41,233 +26,898	+188%	+$3.27M	2.31%	11
2024 Q2	$1.77M	Buy	+14,335	New	+$1.77M	0.9%	22