Heritage 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 | $7.17M | Buy |
45,365
+40
| +0.1% | +$6.32K | 0.34% | 36 |
|
|
2025
Q1 | $4.91M | Sell |
45,325
-3
| -0% | -$325 | 0.25% | 40 |
|
|
2024
Q4 | $6.09M | Sell |
45,328
-7,403
| -14% | -$994K | 0.3% | 37 |
|
|
2024
Q3 | $6.4M | Sell |
52,731
-14,919
| -22% | -$1.81M | 0.3% | 37 |
|
|
2024
Q2 | $8.36M | Sell |
67,650
-30
| -0% | -$3.71K | 0.38% | 38 |
|
|
2024
Q1 | $6.12M | Sell |
67,680
-3,840
| -5% | -$347K | 0.28% | 39 |
|
|
2023
Q4 | $3.54M | Sell |
71,520
-4,050
| -5% | -$201K | 0.18% | 49 |
|
|
2023
Q3 | $3.29M | Sell |
75,570
-480
| -0.6% | -$20.9K | 0.18% | 45 |
|
|
2023
Q2 | $3.22M | Buy |
76,050
+36,680
| +93% | +$1.55M | 0.17% | 46 |
|
|
2023
Q1 | $1.09M | Buy |
39,370
+9,410
| +31% | +$261K | 0.06% | 78 |
|
|
2022
Q4 | $438K | Sell |
29,960
-8,600
| -22% | -$126K | 0.03% | 139 |
|
|
2022
Q3 | $468K | Sell |
38,560
-5,140
| -12% | -$62.4K | 0.03% | 125 |
|
|
2022
Q2 | $662K | Buy |
43,700
+5,140
| +13% | +$77.9K | 0.05% | 99 |
|
|
2022
Q1 | $1.05M | Hold |
38,560
| – | – | 0.06% | 81 |
|
|
2021
Q4 | $1.13M | Buy |
38,560
+600
| +2% | +$17.6K | 0.06% | 88 |
|
|
2021
Q3 | $786K | Hold |
37,960
| – | – | 0.05% | 104 |
|
|
2021
Q2 | $759K | Buy |
37,960
+8,600
| +29% | +$172K | 0.05% | 107 |
|
|
2021
Q1 | $392K | Buy |
29,360
+3,000
| +11% | +$40K | 0.02% | 154 |
|
|
2020
Q4 | $344K | Buy |
26,360
+2,160
| +9% | +$28.2K | 0.02% | 160 |
|
|
2020
Q3 | $327K | Hold |
24,200
| – | – | 0.04% | 120 |
|
|
2020
Q2 | $230K | Hold |
24,200
| – | – | 0.03% | 133 |
|
|
2020
Q1 | $159K | Sell |
24,200
-1,240
| -5% | -$8.17K | 0.03% | 151 |
|
|
2019
Q4 | $150K | Buy |
25,440
+440
| +2% | +$2.59K | 0.02% | 195 |
|
|
2019
Q3 | $108K | Buy |
+25,000
| New | +$108K | 0.02% | 205 |
|