Heritage Wealth Management (Arizona)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $257K | Buy |
+2,080
| New | +$257K | 0.14% | 132 |
|
|
2022
Q4 | $583K | Buy |
39,900
+19,550
| +96% | +$286K | 0.08% | 175 |
|
|
2022
Q3 | $247K | Buy |
20,350
+3,580
| +21% | +$43.5K | 0.08% | 185 |
|
|
2022
Q2 | $254K | Sell |
16,770
-380
| -2% | -$5.76K | 0.08% | 188 |
|
|
2022
Q1 | $468K | Buy |
+17,150
| New | +$468K | 0.13% | 126 |
|
|
2021
Q3 | $441K | Sell |
21,270
-1,170
| -5% | -$24.3K | 0.16% | 104 |
|
|
2021
Q2 | $449K | Buy |
22,440
+4,960
| +28% | +$99.2K | 0.17% | 98 |
|
|
2021
Q1 | $233K | Buy |
+17,480
| New | +$233K | 0.13% | 144 |
|